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Robinswood Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Robinswood Financial’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 		$16.2M Buy
163,669
+8,601
+6% +$851K 4.64% 9
2026
Q1 		$15.4M Buy
155,068
+5,789
+4% +$579K 4.84% 8
2025
Q4 		$14.9M Buy
149,279
+5,441
+4% +$546K 4.77% 9
2025
Q3 		$14.4M Buy
143,838
+4,556
+3% +$452K 4.81% 8
2025
Q2 		$13.8M Sell
139,282
-1,018
-0.7% -$99.8K 4.89% 10
2025
Q1 		$13.9M Buy
140,300
+7,452
+6% +$729K 5.13% 8
2024
Q4 		$12.9M Buy
132,848
+2,192
+2% +$216K 4.87% 11
2024
Q3 		$13.2M Buy
130,656
+4,838
+4% +$483K 4.92% 11
2024
Q2 		$12.2M Buy
125,818
+4,346
+4% +$420K 4.94% 10
2024
Q1 		$11.8M Buy
121,472
+2,782
+2% +$272K 5.03% 11
2023
Q4 		$11.8M Buy
118,690
+2,792
+2% +$266K 5.1% 10
2023
Q3 		$10.9M Buy
115,898
+3,057
+3% +$294K 5.2% 10
2023
Q2 		$11.1M Buy
+112,841
New +$11.2M 5.13% 11

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

Robinswood Financial's AGG Position: Q2 2026 in Review

Robinswood Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q2 2026, buying an estimated $851K and bringing the position to 163,669 shares worth $16.2M. The position accounts for 4.64% of the portfolio, ranked #9.

Robinswood Financial first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Robinswood Financial held 163,669 shares of iShares Core US Aggregate Bond ETF worth $16.2M as of Q2 2026.
  • Robinswood Financial bought 8,601 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $851K.
  • iShares Core US Aggregate Bond ETF made up 4.64% of Robinswood Financial's portfolio in Q2 2026, its #9 holding.
  • Robinswood Financial first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.