Protective Life’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Protective Life’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	$255K	Hold	2,581	–	–	1.83%	17
2026 Q1	$256K	Buy	+2,581	New	+$258K	0.85%	26
2023 Q3	–	Sell	-294,890	Closed	-$28.9M	–	4
2023 Q2	$28.9M	Hold	294,890	–	–	22.94%	1
2023 Q1	$29.4M	Buy	294,890 +80,500	+38%	+$7.96M	19.49%	1
2022 Q4	$20.8M	Hold	214,390	–	–	16.65%	2
2022 Q3	$20.7M	Hold	214,390	–	–	16.93%	2
2022 Q2	$21.8M	Buy	214,390 +38,900	+22%	+$4M	16.55%	2
2022 Q1	$18.8M	Hold	175,490	–	–	16.94%	2
2021 Q4	$20M	Hold	175,490	–	–	17.56%	2
2021 Q3	$20.2M	Hold	175,490	–	–	17.54%	2
2021 Q2	$20M	Hold	175,490	–	–	17.55%	2
2021 Q1	$20M	Hold	175,490	–	–	17.55%	2
2020 Q4	$20.7M	Hold	175,490	–	–	17.73%	2
2020 Q3	$20.7M	Hold	175,490	–	–	14.76%	3
2020 Q2	$20.7M	Hold	175,490	–	–	14.36%	3
2020 Q1	$19.7M	Hold	175,490	–	–	17.39%	2
2019 Q4	$19.7M	Hold	175,490	–	–	17.38%	2
2019 Q3	$19.9M	Buy	175,490 +2,700	+2%	+$304K	17.55%	2
2019 Q2	$19.2M	Hold	172,790	–	–	17.57%	2
2019 Q1	$18.8M	Hold	172,790	–	–	17.54%	2
2018 Q4	$18.6M	Hold	172,790	–	–	17.06%	2
2018 Q3	$18.2M	Buy	+172,790	New	+$18.3M	14.99%	2

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

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 $80B AUM 26.12% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Protective Life's AGG Position: Q2 2026 in Review

Protective Life held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,581 shares worth $255K. The position accounts for 1.83% of the portfolio, ranked #17.

Protective Life first reported a position in AGG in Q3 2018 and has held it in 22 quarters since. The position peaked at $29.4M in Q1 2023. 2,014 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Protective Life held 2,581 shares of iShares Core US Aggregate Bond ETF worth $255K as of Q2 2026.
Protective Life left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 1.83% of Protective Life's portfolio in Q2 2026, its #17 holding.
Protective Life first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 22 quarters since.
Protective Life's iShares Core US Aggregate Bond ETF position peaked at $29.4M in Q1 2023.
2,014 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Protective Life's 13F filing for Q2 2026, filed 14 Aug 2026.