SJS Investment Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SJS Investment Consulting’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	$22.4K	Hold	226	–	–	﹤0.01%	752
2026 Q1	$22.4K	Buy	226 +5	+2%	+$500	﹤0.01%	643
2025 Q4	$22.1K	Hold	221	–	–	﹤0.01%	597
2025 Q3	$22.2K	Buy	221 +8	+4%	+$794	﹤0.01%	507
2025 Q2	$21.1K	Hold	213	–	–	﹤0.01%	273
2025 Q1	$21.1K	Hold	213	–	–	﹤0.01%	283
2024 Q4	$20.6K	Hold	213	–	–	﹤0.01%	275
2024 Q3	$21.6K	Buy	213 +2	+0.9%	+$200	﹤0.01%	276
2024 Q2	$20.5K	Hold	211	–	–	﹤0.01%	262
2024 Q1	$20.7K	Sell	211 -43	-17%	-$4.21K	﹤0.01%	278
2023 Q4	$25.2K	Buy	254 +23	+10%	+$2.19K	0.01%	222
2023 Q3	$21.7K	Buy	231 +16	+7%	+$1.54K	0.01%	226
2023 Q2	$21.1K	Hold	215	–	–	0.01%	219
2023 Q1	$21.4K	Hold	215	–	–	0.01%	222
2022 Q4	$20.9K	Sell	215 -673	-76%	-$65.1K	0.01%	231
2022 Q3	$86K	Buy	+888	New	+$89.8K	0.03%	125

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SJS Investment Consulting's AGG Position: Q2 2026 in Review

SJS Investment Consulting held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 226 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

SJS Investment Consulting first reported a position in AGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $86K in Q3 2022. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

SJS Investment Consulting held 226 shares of iShares Core US Aggregate Bond ETF worth $22.4K as of Q2 2026.
SJS Investment Consulting 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 SJS Investment Consulting's portfolio in Q2 2026, its #752 holding.
SJS Investment Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
SJS Investment Consulting's iShares Core US Aggregate Bond ETF position peaked at $86K in Q3 2022.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.