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Pinnacle Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinnacle Financial Group’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 		$8.57M Buy
86,357
+7,508
+10% +$751K 2.35% 13
2025
Q4 		$7.88M Buy
78,849
+8,801
+13% +$883K 2.29% 12
2025
Q3 		$7.02M Buy
70,048
+2,726
+4% +$270K 2.12% 13
2025
Q2 		$6.68M Buy
67,322
+1,602
+2% +$157K 2.24% 12
2025
Q1 		$6.5M Buy
65,720
+2,406
+4% +$235K 2.36% 12
2024
Q4 		$6.14M Buy
63,314
+7,962
+14% +$784K 2.4% 12
2024
Q3 		$5.61M Buy
55,352
+15,891
+40% +$1.59M 2.2% 14
2024
Q2 		$3.83M Buy
39,461
+1,364
+4% +$132K 1.64% 15
2024
Q1 		$3.73M Buy
38,097
+28,527
+298% +$2.79M 1.64% 15
2023
Q4 		$950K Buy
+9,570
New +$911K 0.49% 32

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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Pinnacle Financial Group's AGG Position: Q1 2026 in Review

Pinnacle Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.5% in Q1 2026, buying an estimated $751K and bringing the position to 86,357 shares worth $8.57M. The position accounts for 2.35% of the portfolio, ranked #13.

Pinnacle Financial Group first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Pinnacle Financial Group held 86,357 shares of iShares Core US Aggregate Bond ETF worth $8.57M as of Q1 2026.
  • Pinnacle Financial Group bought 7,508 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $751K.
  • iShares Core US Aggregate Bond ETF made up 2.35% of Pinnacle Financial Group's portfolio in Q1 2026, its #13 holding.
  • Pinnacle Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.