Rakuten Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Rakuten Investment 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	$23.8M	Buy	237,820 +118,910	+100%	+$11.9M	0.05%	73
2025 Q4	$11.9M	Hold	118,910	–	–	0.04%	136
2025 Q3	$11.9M	Buy	+118,910	New	+$11.8M	0.04%	120
2025 Q1	$7.76M	Buy	+78,619	New	+$7.69M	0.04%	137
2024 Q3	$3.09M	Buy	30,485 +18,300	+150%	+$1.83M	0.02%	168
2024 Q2	$1.19M	Buy	+12,185	New	+$1.18M	0.01%	258

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

Rakuten Investment Management's AGG Position: Q1 2026 in Review

Rakuten Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 100% in Q1 2026, buying an estimated $11.9M and bringing the position to 237,820 shares worth $23.8M. The position accounts for 0.05% of the portfolio, ranked #73.

Rakuten Investment Management first reported a position in AGG in Q2 2024 and has held it in 6 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Rakuten Investment Management held 237,820 shares of iShares Core US Aggregate Bond ETF worth $23.8M as of Q1 2026.
Rakuten Investment Management bought 118,910 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $11.9M.
iShares Core US Aggregate Bond ETF made up 0.05% of Rakuten Investment Management's portfolio in Q1 2026, its #73 holding.
Rakuten Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 6 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.