Princeton Global Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Princeton Global Asset 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	$928K	Buy	9,373 +1,258	+16%	+$124K	0.13%	101
2026 Q1	$806K	Sell	8,115 -3,626	-31%	-$363K	0.13%	102
2025 Q4	$1.17M	Sell	11,741 -615	-5%	-$61.7K	0.19%	93
2025 Q3	$1.24M	Sell	12,356 -83	-0.7%	-$8.23K	0.21%	93
2025 Q2	$1.23M	Sell	12,439 -583	-4%	-$57.1K	0.22%	87
2025 Q1	$1.29M	Sell	13,022 -25	-0.2%	-$2.44K	0.26%	83
2024 Q4	$1.26M	Sell	13,047 -999	-7%	-$98.4K	0.24%	86
2024 Q3	$1.42M	Buy	14,046 +9,189	+189%	+$917K	0.28%	78
2024 Q2	$471K	Buy	+4,857	New	+$469K	0.1%	114
2020 Q3	–	Sell	-15,834	Closed	-$1.87M	–	446
2020 Q2	$1.87M	Buy	15,834 +6,718	+74%	+$786K	0.58%	61
2020 Q1	$1.05M	Buy	+9,116	New	+$1.04M	0.47%	74
2019 Q3	–	Sell	-2,723	Closed	-$306K	–	348
2019 Q2	$303K	Sell	2,723 -599	-18%	-$65.5K	0.18%	127
2019 Q1	$362K	Sell	3,322 -288	-8%	-$30.9K	0.25%	102
2018 Q4	$384K	Buy	+3,610	New	+$379K	0.34%	79

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 22.96% 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

Princeton Global Asset Management's AGG Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, buying an estimated $124K and bringing the position to 9,373 shares worth $928K. The position accounts for 0.13% of the portfolio, ranked #101.

Princeton Global Asset Management first reported a position in AGG in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.87M in Q2 2020. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Princeton Global Asset Management held 9,373 shares of iShares Core US Aggregate Bond ETF worth $928K as of Q2 2026.
Princeton Global Asset Management bought 1,258 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $124K.
iShares Core US Aggregate Bond ETF made up 0.13% of Princeton Global Asset Management's portfolio in Q2 2026, its #101 holding.
Princeton Global Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 14 quarters since.
Princeton Global Asset Management's iShares Core US Aggregate Bond ETF position peaked at $1.87M in Q2 2020.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.