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Proffitt & Goodson’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Proffitt & Goodson’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 		$519K Sell
5,248
-6
-0.1% -$594 0.07% 97
2026
Q1 		$522K Buy
5,254
+3
+0.1% +$300 0.08% 92
2025
Q4 		$524K Sell
5,251
-118
-2% -$11.8K 0.07% 89
2025
Q3 		$538K Sell
5,369
-4
-0.1% -$397 0.08% 87
2025
Q2 		$533K Sell
5,373
-159
-3% -$15.6K 0.08% 86
2025
Q1 		$547K Sell
5,532
-182
-3% -$17.8K 0.09% 81
2024
Q4 		$554K Buy
5,714
+2,041
+56% +$201K 0.09% 80
2024
Q3 		$372K Sell
3,673
-20
-0.5% -$2K 0.06% 94
2024
Q2 		$358K Sell
3,693
-65
-2% -$6.27K 0.06% 93
2024
Q1 		$368K Sell
3,758
-25
-0.7% -$2.45K 0.07% 93
2023
Q4 		$375K Buy
3,783
+317
+9% +$30.2K 0.07% 92
2023
Q3 		$326K Sell
3,466
-13
-0.4% -$1.25K 0.07% 94
2023
Q2 		$341K Sell
3,479
-206
-6% -$20.4K 0.07% 94
2023
Q1 		$367K Sell
3,685
-2
-0.1% -$198 0.08% 93
2022
Q4 		$358K Buy
3,687
+800
+28% +$77.4K 0.08% 93
2022
Q3 		$278K Sell
2,887
-738
-20% -$74.6K 0.06% 95
2022
Q2 		$369K Buy
3,625
+1,878
+107% +$193K 0.08% 89
2022
Q1 		$187K Sell
1,747
-26
-1% -$2.86K 0.03% 115
2021
Q4 		$202K Buy
1,773
+71
+4% +$8.12K 0.04% 104
2021
Q3 		$195K Hold
1,702
– – 0.04% 100
2021
Q2 		$196K Hold
1,702
– – 0.04% 101
2021
Q1 		$194K Buy
1,702
+729
+75% +$84.4K 0.04% 98
2020
Q4 		$115K Sell
973
-5
-0.5% -$589 0.02% 115
2020
Q3 		$115K Sell
978
-15
-2% -$1.78K 0.02% 106
2020
Q2 		$117K Sell
993
-82
-8% -$9.6K 0.03% 97
2020
Q1 		$124K Buy
1,075
+403
+60% +$45.9K 0.03% 85
2019
Q4 		$76K Sell
672
-5
-0.7% -$563 0.02% 115
2019
Q3 		$77K Buy
677
+51
+8% +$5.73K 0.02% 118
2019
Q2 		$70K Sell
626
-2
-0.3% -$219 0.02% 120
2019
Q1 		$68K Buy
628
+134
+27% +$14.4K 0.02% 117
2018
Q4 		$53K Buy
494
+5
+1% +$524 0.01% 89
2018
Q3 		$52K Buy
+489
New +$51.9K 0.01% 80

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

Proffitt & Goodson's AGG Position: Q2 2026 in Review

Proffitt & Goodson reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.11% in Q2 2026, selling an estimated $594 and leaving 5,248 shares worth $519K. The position accounts for 0.07% of the portfolio, ranked #97.

Proffitt & Goodson first reported a position in AGG in Q3 2018 and has held it in 32 quarters since. The position peaked at $554K in Q4 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Proffitt & Goodson held 5,248 shares of iShares Core US Aggregate Bond ETF worth $519K as of Q2 2026.
  • Proffitt & Goodson sold 6 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $594.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Proffitt & Goodson's portfolio in Q2 2026, its #97 holding.
  • Proffitt & Goodson first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Proffitt & Goodson's iShares Core US Aggregate Bond ETF position peaked at $554K in Q4 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.