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Romano Brothers & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Romano Brothers & Co’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 		$433K Sell
4,373
-200
-4% -$19.8K 0.04% 255
2026
Q1 		$454K Sell
4,573
-200
-4% -$20K 0.05% 240
2025
Q4 		$477K Buy
4,773
+157
+3% +$15.8K 0.05% 229
2025
Q3 		$463K Buy
4,616
+1,170
+34% +$116K 0.05% 229
2025
Q2 		$342K Hold
3,446
– – 0.04% 255
2025
Q1 		$341K Buy
3,446
+75
+2% +$7.33K 0.04% 252
2024
Q4 		$327K Sell
3,371
-820
-20% -$80.8K 0.04% 252
2024
Q3 		$424K Buy
4,191
+150
+4% +$15K 0.05% 224
2024
Q2 		$392K Buy
4,041
+282
+8% +$27.2K 0.05% 228
2024
Q1 		$368K Sell
3,759
-100
-3% -$9.79K 0.05% 239
2023
Q4 		$383K Sell
3,859
-1,559
-29% -$148K 0.06% 222
2023
Q3 		$510K Buy
5,418
+64
+1% +$6.16K 0.08% 202
2023
Q2 		$524K Sell
5,354
-483
-8% -$47.7K 0.08% 202
2023
Q1 		$582K Sell
5,837
-17
-0.3% -$1.68K 0.09% 190
2022
Q4 		$568K Sell
5,854
-400
-6% -$38.7K 0.09% 189
2022
Q3 		$602K Buy
+6,254
New +$632K 0.1% 177

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

Romano Brothers & Co's AGG Position: Q2 2026 in Review

Romano Brothers & Co reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q2 2026, selling an estimated $19.8K and leaving 4,373 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #255.

Romano Brothers & Co first reported a position in AGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $602K in Q3 2022. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Romano Brothers & Co held 4,373 shares of iShares Core US Aggregate Bond ETF worth $433K as of Q2 2026.
  • Romano Brothers & Co sold 200 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #255 holding.
  • Romano Brothers & Co first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's iShares Core US Aggregate Bond ETF position peaked at $602K in Q3 2022.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.