Smartleaf Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Smartleaf Asset Management’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	$54.8M	Hold	551,062	–	–	1.78%	9
2026 Q1	$54.6M	Buy	551,062 +111,475	+25%	+$11.2M	1.97%	9
2025 Q4	$44M	Buy	439,587 +356,852	+431%	+$35.8M	1.67%	9
2025 Q3	$8.3M	Buy	82,735 +12,815	+18%	+$1.27M	0.51%	37
2025 Q2	$6.91M	Buy	69,920 +1,930	+3%	+$189K	0.61%	32
2025 Q1	$6.71M	Buy	67,990 +24,687	+57%	+$2.41M	0.65%	28
2024 Q4	$4.2M	Buy	43,303 +887	+2%	+$87.4K	0.43%	40
2024 Q3	$4.31M	Sell	42,416 -10,020	-19%	-$1,000K	0.52%	34
2024 Q2	$5.12M	Buy	52,436 +10,978	+26%	+$1.06M	0.84%	19
2024 Q1	$4.07M	Buy	41,458 +32,263	+351%	+$3.16M	0.79%	24
2023 Q4	$922K	Buy	+9,195	New	+$875K	0.25%	97

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

Smartleaf Asset Management's AGG Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 551,062 shares worth $54.8M. The position accounts for 1.78% of the portfolio, ranked #9.

Smartleaf Asset Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Smartleaf Asset Management held 551,062 shares of iShares Core US Aggregate Bond ETF worth $54.8M as of Q2 2026.
Smartleaf Asset Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 1.78% of Smartleaf Asset Management's portfolio in Q2 2026, its #9 holding.
Smartleaf Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.