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Permanent Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Permanent Capital Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.2M Buy
647,425
+508,843
+367% +$50.9M 9.98% 3
2025
Q4 		$13.8M Buy
138,582
+2,285
+2% +$229K 2.7% 8
2025
Q3 		$13.7M Buy
+136,297
New +$13.5M 2.55% 9
2025
Q1 		$18.3M Buy
184,503
+2,127
+1% +$208K 5.23% 7
2024
Q4 		$17.7M Buy
+182,376
New +$18M 5.47% 7
2024
Q2 		$13.5M Buy
+135,958
New +$13.1M 2.82% 9

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Permanent Capital Management's AGG Position: Q1 2026 in Review

Permanent Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 367% in Q1 2026, buying an estimated $50.9M and bringing the position to 647,425 shares worth $64.2M. The position accounts for 9.98% of the portfolio, ranked #3.

Permanent Capital Management first reported a position in AGG in Q2 2024 and has held it in 6 quarters since. 2,076 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Permanent Capital Management held 647,425 shares of iShares Core US Aggregate Bond ETF worth $64.2M as of Q1 2026.
  • Permanent Capital Management bought 508,843 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $50.9M.
  • iShares Core US Aggregate Bond ETF made up 9.98% of Permanent Capital Management's portfolio in Q1 2026, its #3 holding.
  • Permanent Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 2,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.