Principal Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.1M | Sell |
183,008
-17,690
| -9% | -$1.75M | 0.01% | 1054 |
|
|
2026
Q1 | $19.9M | Sell |
200,698
-366,343
| -65% | -$36.7M | 0.01% | 930 |
|
|
2025
Q4 | $56.6M | Buy |
567,041
+405,537
| +251% | +$40.7M | 0.03% | 434 |
|
|
2025
Q3 | $16.2M | Sell |
161,504
-155,640
| -49% | -$15.4M | 0.01% | 990 |
|
|
2025
Q2 | $31.5M | Buy |
317,144
+155,205
| +96% | +$15.2M | 0.02% | 618 |
|
|
2025
Q1 | $16M | Buy |
161,939
+5,379
| +3% | +$526K | 0.01% | 981 |
|
|
2024
Q4 | $15.2M | Buy |
156,560
+8,857
| +6% | +$872K | 0.01% | 1041 |
|
|
2024
Q3 | $15M | Sell |
147,703
-6,331
| -4% | -$632K | 0.01% | 1023 |
|
|
2024
Q2 | $15M | Sell |
154,034
-13,499
| -8% | -$1.3M | 0.01% | 1039 |
|
|
2024
Q1 | $16.4M | Buy |
167,533
+121,608
| +265% | +$11.9M | 0.01% | 1041 |
|
|
2023
Q4 | $4.56M | Sell |
45,925
-171,850
| -79% | -$16.4M | ﹤0.01% | 1590 |
|
|
2023
Q3 | $20.5M | Buy |
217,775
+66,275
| +44% | +$6.38M | 0.01% | 786 |
|
|
2023
Q2 | $14.8M | Sell |
151,500
-69,700
| -32% | -$6.89M | 0.01% | 1029 |
|
|
2023
Q1 | $22M | Sell |
221,200
-10,085
| -4% | -$997K | 0.02% | 790 |
|
|
2022
Q4 | $22.4M | Buy |
231,285
+21,800
| +10% | +$2.11M | 0.02% | 749 |
|
|
2022
Q3 | $20.2M | Buy |
209,485
+206,074
| +6,041% | +$20.8M | 0.02% | 769 |
|
|
2022
Q2 | $347K | Sell |
3,411
-31,412
| -90% | -$3.23M | ﹤0.01% | 2148 |
|
|
2022
Q1 | $3.73M | Buy |
34,823
+1,203
| +4% | +$132K | ﹤0.01% | 1748 |
|
|
2021
Q4 | $3.83M | Buy |
+33,620
| New | +$3.85M | ﹤0.01% | 1753 |
|
|
2021
Q3 | – | Sell |
-1,809
| Closed | -$209K | – | 2576 |
|
|
2021
Q2 | $209K | Sell |
1,809
-716
| -28% | -$82K | ﹤0.01% | 2463 |
|
|
2021
Q1 | $287K | Buy |
2,525
+824
| +48% | +$95.4K | ﹤0.01% | 2289 |
|
|
2020
Q4 | $201K | Buy |
+1,701
| New | +$200K | ﹤0.01% | 2316 |
|
|
2020
Q2 | – | Sell |
-9,164
| Closed | -$1.06M | – | 2319 |
|
|
2020
Q1 | $1.06M | Buy |
9,164
+3,644
| +66% | +$415K | ﹤0.01% | 1727 |
|
|
2019
Q4 | $620K | Sell |
5,520
-84,679
| -94% | -$9.54M | ﹤0.01% | 1907 |
|
|
2019
Q3 | $10.2M | Buy |
+90,199
| New | +$10.1M | 0.01% | 1198 |
|
|
2019
Q1 | – | Sell |
-170,391
| Closed | -$18.1M | – | 2205 |
|
|
2018
Q4 | $18.1M | Buy |
170,391
+166,845
| +4,705% | +$17.5M | 0.02% | 766 |
|
|
2018
Q3 | $374K | Buy |
+3,546
| New | +$376K | ﹤0.01% | 2029 |
|
|
2018
Q1 | – | Sell |
-2,498
| Closed | -$273K | – | 2207 |
|
|
2017
Q4 | $273K | Buy |
+2,498
| New | +$273K | ﹤0.01% | 2067 |
|
|
2017
Q1 | – | Sell |
-159,503
| Closed | -$17.2M | – | 2208 |
|
|
2016
Q4 | $17.2M | Buy |
+159,503
| New | +$17.5M | 0.02% | 796 |
|
|
2016
Q1 | – | Sell |
-11,085
| Closed | -$1.2M | – | 2174 |
|
|
2015
Q4 | $1.2M | Buy |
+11,085
| New | +$1.21M | ﹤0.01% | 1726 |
|
|
2015
Q1 | – | Sell |
-5,905
| Closed | -$650K | – | 2155 |
|
|
2014
Q4 | $650K | Buy |
+5,905
| New | +$650K | ﹤0.01% | 1845 |
|
|
2014
Q1 | – | Sell |
-92,352
| Closed | -$9.83M | – | 2257 |
|
|
2013
Q4 | $9.83M | Buy |
92,352
+89,887
| +3,647% | +$9.63M | 0.02% | 901 |
|
|
2013
Q3 | $264K | Buy |
+2,465
| New | +$263K | ﹤0.01% | 2006 |
|
Other funds holding AGG
Principal Financial Group's AGG Position: Q2 2026 in Review
Principal Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.8% in Q2 2026, selling an estimated $1.75M and leaving 183,008 shares worth $18.1M. The position accounts for 0.01% of the portfolio, ranked #1054.
Principal Financial Group first reported a position in AGG in Q3 2013 and has held it in 33 quarters since. The position peaked at $56.6M in Q4 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Principal Financial Group held 183,008 shares of iShares Core US Aggregate Bond ETF worth $18.1M as of Q2 2026.
- Principal Financial Group sold 17,690 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.75M.
- iShares Core US Aggregate Bond ETF made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1054 holding.
- Principal Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2013 and has held it in 33 quarters since.
- Principal Financial Group's iShares Core US Aggregate Bond ETF position peaked at $56.6M in Q4 2025.
- 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.