Quantinno Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quantinno Capital 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 Q1	$2.87M	Buy	28,882 +19,506	+208%	+$1.95M	﹤0.01%	1412
2025 Q4	$936K	Buy	9,376 +1,980	+27%	+$199K	﹤0.01%	1848
2025 Q3	$741K	Sell	7,396 -6,023	-45%	-$598K	﹤0.01%	1675
2025 Q2	$1.33M	Buy	13,419 +943	+8%	+$92.4K	0.01%	1218
2025 Q1	$1.23M	Buy	+12,476	New	+$1.22M	0.01%	1097

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Quantinno Capital Management's AGG Position: Q1 2026 in Review

Quantinno Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 208% in Q1 2026, buying an estimated $1.95M and bringing the position to 28,882 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Quantinno Capital Management first reported a position in AGG in Q1 2025 and has held it in 5 quarters since. 2,069 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Quantinno Capital Management held 28,882 shares of iShares Core US Aggregate Bond ETF worth $2.87M as of Q1 2026.
Quantinno Capital Management bought 19,506 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.95M.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1412 holding.
Quantinno Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
2,069 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.