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

Rakuten Securities’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 		$4.65K Buy
47
+7
+18% +$693 ﹤0.01% 560
2026
Q1 		$3.97K Sell
40
-72
-64% -$7.2K ﹤0.01% 534
2025
Q4 		$11.2K Buy
112
+73
+187% +$7.33K ﹤0.01% 418
2025
Q3 		$3.91K Sell
39
-298
-88% -$29.6K ﹤0.01% 553
2025
Q2 		$33.4K Sell
337
-602
-64% -$59K 0.01% 259
2025
Q1 		$92.9K Sell
939
-188
-17% -$18.4K 0.05% 163
2024
Q4 		$109K Buy
1,127
+886
+368% +$87.3K 0.04% 149
2024
Q3 		$24.4K Buy
241
+80
+50% +$7.98K 0.01% 241
2024
Q2 		$15.6K Buy
161
+92
+133% +$8.88K 0.01% 290
2024
Q1 		$6.76K Buy
+69
New +$6.75K ﹤0.01% 370

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

Rakuten Securities's AGG Position: Q2 2026 in Review

Rakuten Securities increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $693 and bringing the position to 47 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Rakuten Securities first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $109K in Q4 2024. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Rakuten Securities held 47 shares of iShares Core US Aggregate Bond ETF worth $4.65K as of Q2 2026.
  • Rakuten Securities bought 7 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $693.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #560 holding.
  • Rakuten Securities first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Rakuten Securities's iShares Core US Aggregate Bond ETF position peaked at $109K in Q4 2024.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.