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

Stairway 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
Q3 		$275M Buy
2,903,725
+94,449
+3% +$9.18M 12.97% 3
2026
Q2 		$278M Buy
2,809,276
+373,958
+15% +$37M 13.1% 3
2026
Q1 		$242M Buy
2,435,318
+25,200
+1% +$2.52M 12.52% 3
2025
Q4 		$241M Buy
2,410,118
+367,303
+18% +$36.9M 12.46% 3
2025
Q3 		$205M Buy
2,042,815
+69,980
+4% +$6.94M 10.88% 4
2025
Q2 		$196M Sell
1,972,835
-70,149
-3% -$6.87M 11.1% 4
2025
Q1 		$202M Buy
2,042,984
+22,608
+1% +$2.21M 12.46% 3
2024
Q4 		$196M Buy
2,020,376
+188,031
+10% +$18.5M 12.33% 3
2024
Q3 		$186M Buy
1,832,345
+187,118
+11% +$18.7M 11.89% 3
2024
Q2 		$160M Buy
1,645,227
+119,800
+8% +$11.6M 12.55% 3
2024
Q1 		$149M Buy
1,525,427
+331,923
+28% +$32.5M 12.07% 3
2023
Q4 		$118M Buy
1,193,504
+1,190
+0.1% +$113K 11.94% 3
2023
Q3 		$112M Sell
1,192,314
-522,720
-30% -$50.3M 12.05% 4
2023
Q2 		$168M Buy
1,715,034
+30,467
+2% +$3.01M 14.39% 2
2023
Q1 		$168M Buy
+1,684,567
New +$166M 14.54% 2

Other funds holding AGG

GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Stairway Partners's AGG Position: Q3 2026 in Review

Stairway Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q3 2026, buying an estimated $9.18M and bringing the position to 2,903,725 shares worth $275M. The position accounts for 12.97% of the portfolio, ranked #3.

Stairway Partners first reported a position in AGG in Q1 2023 and has held it in 15 quarters since. The position peaked at $278M in Q2 2026. 12 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Stairway Partners held 2,903,725 shares of iShares Core US Aggregate Bond ETF worth $275M as of Q3 2026.
  • Stairway Partners bought 94,449 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $9.18M.
  • iShares Core US Aggregate Bond ETF made up 12.97% of Stairway Partners's portfolio in Q3 2026, its #3 holding.
  • Stairway Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Stairway Partners's iShares Core US Aggregate Bond ETF position peaked at $278M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Stairway Partners's 13F filing for Q3 2026, filed 2 Oct 2026.