Schroder Investment Management Group
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Schroder Investment Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Schroder Investment Management Group’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 		$13.1M Hold
131,987
– – 0.01% 623
2026
Q1 		$13.1M Sell
131,987
-12,082
-8% -$1.21M 0.01% 607
2025
Q4 		$14.4M Sell
144,069
-25,819
-15% -$2.59M 0.01% 581
2025
Q3 		$17M Buy
169,888
+6,036
+4% +$599K 0.01% 569
2025
Q2 		$16.2M Buy
163,852
+4,926
+3% +$483K 0.01% 554
2025
Q1 		$15.7M Hold
158,926
– – 0.02% 561
2024
Q4 		$15.4M Sell
158,926
-4,583
-3% -$451K 0.01% 572
2024
Q3 		$16.6M Sell
163,509
-111,563
-41% -$11.1M 0.02% 558
2024
Q2 		$26.7M Sell
275,072
-213,326
-44% -$20.6M 0.03% 412
2024
Q1 		$47.8M Sell
488,398
-359,815
-42% -$35.2M 0.06% 296
2023
Q4 		$84.2M Sell
848,213
-84,514
-9% -$8.04M 0.11% 179
2023
Q3 		$87.7M Buy
932,727
+276,990
+42% +$26.7M 0.13% 156
2023
Q2 		$64.2M Sell
655,737
-144,336
-18% -$14.3M 0.09% 221
2023
Q1 		$79.7M Buy
800,073
+88,201
+12% +$8.72M 0.12% 176
2022
Q4 		$69M Sell
711,872
-72,032
-9% -$6.97M 0.11% 193
2022
Q3 		$75.5M Buy
783,904
+149,787
+24% +$15.1M 0.13% 162
2022
Q2 		$64.2M Buy
634,117
+267,684
+73% +$27.5M 0.1% 211
2022
Q1 		$39.3M Buy
+366,433
New +$40.3M 0.05% 334
2021
Q2 		– Sell
-136,245
Closed -$15.5M – 1510
2021
Q1 		$15.5M Sell
136,245
-373,946
-73% -$43.3M 0.02% 564
2020
Q4 		$60.3M Buy
+510,191
New +$60.1M 0.09% 235
2018
Q4 		– Sell
-1,053,823
Closed -$111M – 1223
2018
Q3 		$111M Sell
1,053,823
-21,057
-2% -$2.23M 0.19% 128
2018
Q2 		$114M Buy
1,074,880
+13,445
+1% +$1.43M 0.2% 126
2018
Q1 		$114M Buy
1,061,435
+46,303
+5% +$4.97M 0.2% 119
2017
Q4 		$111M Buy
1,015,132
+39,590
+4% +$4.33M 0.18% 134
2017
Q3 		$107M Buy
975,542
+15,948
+2% +$1.75M 0.19% 129
2017
Q2 		$105M Buy
959,594
+28,787
+3% +$3.15M 0.19% 129
2017
Q1 		$101M Buy
930,807
+823,470
+767% +$89.1M 0.18% 144
2016
Q4 		$11.6M Sell
107,337
-4,129
-4% -$452K 0.02% 593
2016
Q3 		$12.5M Buy
+111,466
New +$12.5M 0.02% 575
2016
Q1 		– Sell
-215,556
Closed -$23.3M – 1138
2015
Q4 		$23.3M Hold
215,556
– – 0.05% 423
2015
Q3 		$23.6M Hold
215,556
– – 0.05% 422
2015
Q2 		$23.5M Sell
215,556
-134,145
-38% -$14.8M 0.05% 437
2015
Q1 		$38.9M Hold
349,701
– – 0.08% 313
2014
Q4 		$38.5M Hold
349,701
– – 0.08% 304
2014
Q3 		$38.2M Hold
349,701
– – 0.05% 330
2014
Q2 		$38.3M Hold
349,701
– – 0.05% 334
2014
Q1 		$37.7M Hold
349,701
– – 0.04% 321
2013
Q4 		$37.2M Hold
349,701
– – 0.05% 318
2013
Q3 		$37.5M Hold
349,701
– – 0.09% 275
2013
Q2 		$37.5M Buy
+349,701
New +$38.4M 0.1% 246

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

Schroder Investment Management Group's AGG Position: Q2 2026 in Review

Schroder Investment Management Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 131,987 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #623.

Schroder Investment Management Group first reported a position in AGG in Q2 2013 and has held it in 40 quarters since. The position peaked at $114M in Q2 2018. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Schroder Investment Management Group held 131,987 shares of iShares Core US Aggregate Bond ETF worth $13.1M as of Q2 2026.
  • Schroder Investment Management Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #623 holding.
  • Schroder Investment Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 40 quarters since.
  • Schroder Investment Management Group's iShares Core US Aggregate Bond ETF position peaked at $114M in Q2 2018.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.