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Single Point Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Single Point Partners’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 		$50.1M Buy
1,598,788
+36,741
+2% +$3.64M 8.82% 3
2026
Q1 		$47M Buy
1,562,047
+1,095,164
+235% +$110M 9.35% 3
2025
Q4 		$44.6M Buy
466,883
+44,230
+10% +$4.44M 8.81% 3
2025
Q3 		$41M Buy
422,653
+8,627
+2% +$856K 8.32% 3
2025
Q2 		$39.7M Buy
414,026
+8,574
+2% +$840K 8.68% 3
2025
Q1 		$38.7M Buy
405,452
+5,325
+1% +$521K 9.09% 3
2024
Q4 		$37.4M Buy
+400,127
New +$39.4M 8.62% 3
2024
Q2 		– Sell
-283,080
Closed -$27.7M – 35
2024
Q1 		$27.7M Buy
283,080
+12,540
+5% +$1.23M 6.44% 4
2023
Q4 		$26.9M Buy
270,540
+13,358
+5% +$1.27M 6.69% 4
2023
Q3 		$24.2M Buy
+257,182
New +$24.8M 6.35% 4
2023
Q2 		– Sell
-252,098
Closed -$25.1M – 72
2023
Q1 		$25.1M Buy
252,098
+2,280
+0.9% +$225K 5.49% 4
2022
Q4 		$24.2M Sell
249,818
-1,475
-0.6% -$143K 5.82% 4
2022
Q3 		$24.2M Sell
251,293
-4,345
-2% -$439K 6.65% 4
2022
Q2 		$26M Buy
255,638
+15,014
+6% +$1.54M 7.09% 3
2022
Q1 		$25.8M Buy
240,624
+7,631
+3% +$840K 6.57% 3
2021
Q4 		$26.6M Buy
+232,993
New +$26.7M 7.12% 3
2021
Q3 		– Sell
-201,168
Closed -$23.2M – 31
2021
Q2 		$23.2M Buy
201,168
+29,624
+17% +$3.39M 7.99% 3
2021
Q1 		$19.6M Buy
171,544
+10,605
+7% +$1.23M 7.16% 4
2020
Q4 		$19M Buy
+160,939
New +$19M 8.57% 3
2020
Q3 		– Sell
-149,212
Closed -$17.6M – 72
2020
Q2 		$17.6M Sell
149,212
-659
-0.4% -$77.1K 10.26% 2
2020
Q1 		$17.3M Buy
149,871
+214
+0.1% +$24.4K 11.99% 2
2019
Q4 		$16.8M Buy
+149,657
New +$16.9M 10.19% 3

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

Single Point Partners's AGG Position: Q2 2026 in Review

Single Point Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, buying an estimated $3.64M and bringing the position to 1,598,788 shares worth $50.1M. The position accounts for 8.82% of the portfolio, ranked #3.

Single Point Partners first reported a position in AGG in Q4 2019 and has held it in 22 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Single Point Partners held 1,598,788 shares of iShares Core US Aggregate Bond ETF worth $50.1M as of Q2 2026.
  • Single Point Partners bought 36,741 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.64M.
  • iShares Core US Aggregate Bond ETF made up 8.82% of Single Point Partners's portfolio in Q2 2026, its #3 holding.
  • Single Point Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.