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Snider Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Snider Financial 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 		$24.4M Buy
246,229
+42,964
+21% +$4.25M 6.2% 2
2026
Q1 		$20.2M Sell
203,265
-31,545
-13% -$3.16M 6.09% 2
2025
Q4 		$23.5M Buy
234,810
+1,388
+0.6% +$139K 6.25% 2
2025
Q3 		$23.4M Buy
233,422
+3,773
+2% +$374K 6.38% 2
2025
Q2 		$22.8M Buy
229,649
+5,787
+3% +$567K 6.57% 2
2025
Q1 		$22.1M Sell
223,862
-1,941
-0.9% -$190K 7.2% 2
2024
Q4 		$21.9M Buy
225,803
+16,495
+8% +$1.62M 6.78% 2
2024
Q3 		$21.2M Buy
209,308
+2,145
+1% +$214K 7.76% 2
2024
Q2 		$20.1M Sell
207,163
-59,535
-22% -$5.75M 7.76% 2
2024
Q1 		$26.1M Buy
266,698
+69,502
+35% +$6.8M 10.89% 1
2023
Q4 		$19.6M Sell
197,196
-19,115
-9% -$1.82M 9.02% 1
2023
Q3 		$20.3M Sell
216,311
-1,781
-0.8% -$172K 9.83% 1
2023
Q2 		$21.4M Buy
218,092
+48,315
+28% +$4.78M 10.22% 1
2023
Q1 		$16.9M Sell
169,777
-12,938
-7% -$1.28M 9.02% 1
2022
Q4 		$17.7M Buy
182,715
+1,125
+0.6% +$109K 9.8% 1
2022
Q3 		$17.6M Buy
181,590
+32,896
+22% +$3.33M 9.58% 1
2022
Q2 		$15.1M Buy
148,694
+10,049
+7% +$1.03M 8.23% 2
2022
Q1 		$14.8M Sell
138,645
-286
-0.2% -$31.5K 6.76% 2
2021
Q4 		$15.7M Buy
138,931
+1,018
+0.7% +$116K 6.68% 1
2021
Q3 		$15.8M Buy
137,913
+41,346
+43% +$4.79M 6.89% 1
2021
Q2 		$11.2M Buy
+96,567
New +$11.1M 5.27% 2

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

Snider Financial Group's AGG Position: Q2 2026 in Review

Snider Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q2 2026, buying an estimated $4.25M and bringing the position to 246,229 shares worth $24.4M. The position accounts for 6.2% of the portfolio, ranked #2.

Snider Financial Group first reported a position in AGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $26.1M in Q1 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Snider Financial Group held 246,229 shares of iShares Core US Aggregate Bond ETF worth $24.4M as of Q2 2026.
  • Snider Financial Group bought 42,964 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.25M.
  • iShares Core US Aggregate Bond ETF made up 6.2% of Snider Financial Group's portfolio in Q2 2026, its #2 holding.
  • Snider Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Snider Financial Group's iShares Core US Aggregate Bond ETF position peaked at $26.1M in Q1 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.