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 Q2	$64.5M	Buy	651,553 +4,128	+0.6%	+$408K	8.64%	3
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Permanent Capital Management's AGG Position: Q2 2026 in Review

Permanent Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.64% in Q2 2026, buying an estimated $408K and bringing the position to 651,553 shares worth $64.5M. The position accounts for 8.64% of the portfolio, ranked #3.

Permanent Capital Management first reported a position in AGG in Q2 2024 and has held it in 7 quarters since. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Permanent Capital Management held 651,553 shares of iShares Core US Aggregate Bond ETF worth $64.5M as of Q2 2026.
Permanent Capital Management bought 4,128 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $408K.
iShares Core US Aggregate Bond ETF made up 8.64% of Permanent Capital Management's portfolio in Q2 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 7 quarters since.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.