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Pinney & Scofield’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinney & Scofield’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 		$118K Hold
1,192
– – 0.06% 76
2026
Q1 		$118K Buy
+1,192
New +$119K 0.06% 72

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinney & Scofield's AGG Position: Q2 2026 in Review

Pinney & Scofield held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,192 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #76.

Pinney & Scofield first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $118K in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Pinney & Scofield held 1,192 shares of iShares Core US Aggregate Bond ETF worth $118K as of Q2 2026.
  • Pinney & Scofield left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Pinney & Scofield's portfolio in Q2 2026, its #76 holding.
  • Pinney & Scofield first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Pinney & Scofield's iShares Core US Aggregate Bond ETF position peaked at $118K in Q1 2026.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.