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Richards, Merrill & Peterson’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Richards, Merrill & Peterson’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 		$197K Hold
1,993
– – 0.06% 193
2026
Q1 		$198K Buy
1,993
+151
+8% +$15.1K 0.07% 183
2025
Q4 		$184K Hold
1,842
– – 0.07% 173
2025
Q3 		$185K Hold
1,842
– – 0.08% 165
2025
Q2 		$183K Buy
1,842
+75
+4% +$7.35K 0.09% 157
2025
Q1 		$175K Buy
1,767
+238
+16% +$23.3K 0.09% 152
2024
Q4 		$148K Buy
+1,529
New +$151K 0.08% 153

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

Richards, Merrill & Peterson's AGG Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,993 shares worth $197K. The position accounts for 0.06% of the portfolio, ranked #193.

Richards, Merrill & Peterson first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $198K in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Richards, Merrill & Peterson held 1,993 shares of iShares Core US Aggregate Bond ETF worth $197K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #193 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's iShares Core US Aggregate Bond ETF position peaked at $198K in Q1 2026.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.