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Ritholtz Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ritholtz Wealth 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
Q2 		$127M Buy
1,283,233
+40,115
+3% +$3.97M 1.89% 13
2026
Q1 		$123M Buy
1,243,118
+46,615
+4% +$4.66M 2.14% 10
2025
Q4 		$120M Buy
1,196,503
+44,366
+4% +$4.45M 2.18% 11
2025
Q3 		$116M Buy
1,152,137
+79,849
+7% +$7.92M 2.25% 11
2025
Q2 		$106M Buy
1,072,288
+68,932
+7% +$6.75M 2.35% 9
2025
Q1 		$99.3M Buy
1,003,356
+85,638
+9% +$8.37M 2.97% 7
2024
Q4 		$88.9M Buy
917,718
+30,710
+3% +$3.02M 2.61% 7
2024
Q3 		$89.8M Buy
887,008
+46,507
+6% +$4.64M 2.71% 8
2024
Q2 		$81.6M Buy
840,501
+63,236
+8% +$6.1M 2.69% 7
2024
Q1 		$76.1M Buy
777,265
+445,707
+134% +$43.6M 2.63% 9
2023
Q4 		$32.9M Buy
331,558
+61,091
+23% +$5.81M 1.28% 15
2023
Q3 		$25.4M Buy
270,467
+262,520
+3,303% +$25.3M 1.14% 17
2023
Q2 		$778K Buy
7,947
+3,480
+78% +$344K 0.04% 339
2023
Q1 		$445K Sell
4,467
-269,302
-98% -$26.6M 0.02% 437
2022
Q4 		$26.6M Sell
273,769
-24,749
-8% -$2.39M 1.48% 12
2022
Q3 		$28.8M Buy
298,518
+182
+0.1% +$18.4K 1.53% 10
2022
Q2 		$30.3M Sell
298,336
-326,681
-52% -$33.6M 1.91% 10
2022
Q1 		$66.9M Buy
625,017
+69,525
+13% +$7.65M 4.52% 5
2021
Q4 		$63.4M Buy
555,492
+79,654
+17% +$9.11M 3.94% 7
2021
Q3 		$54.6M Buy
475,838
+37,314
+9% +$4.33M 3.79% 8
2021
Q2 		$50.6M Buy
438,524
+133,835
+44% +$15.3M 3.64% 8
2021
Q1 		$34.7M Buy
304,689
+73,488
+32% +$8.51M 2.89% 8
2020
Q4 		$27.3M Buy
231,201
+21,411
+10% +$2.52M 2.62% 10
2020
Q3 		$24.8M Buy
209,790
+45,161
+27% +$5.36M 2.78% 11
2020
Q2 		$19.5M Buy
164,629
+107,609
+189% +$12.6M 2.51% 12
2020
Q1 		$6.58M Buy
57,020
+44,264
+347% +$5.04M 1.05% 13
2019
Q4 		$1.43M Buy
12,756
+9,196
+258% +$1.04M 0.21% 39
2019
Q3 		$403K Buy
3,560
+1,707
+92% +$192K 0.07% 90
2019
Q2 		$206K Buy
+1,853
New +$203K 0.04% 119

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

Ritholtz Wealth Management's AGG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q2 2026, buying an estimated $3.97M and bringing the position to 1,283,233 shares worth $127M. The position accounts for 1.89% of the portfolio, ranked #13.

Ritholtz Wealth Management first reported a position in AGG in Q2 2019 and has held it in 29 quarters since. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ritholtz Wealth Management held 1,283,233 shares of iShares Core US Aggregate Bond ETF worth $127M as of Q2 2026.
  • Ritholtz Wealth Management bought 40,115 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.97M.
  • iShares Core US Aggregate Bond ETF made up 1.89% of Ritholtz Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Ritholtz Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.