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

Stifel Financial’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
Q1 		$727M Sell
7,319,250
-187,106
-2% -$18.7M 0.67% 21
2025
Q4 		$750M Buy
7,506,356
+980,660
+15% +$98.4M 0.67% 23
2025
Q3 		$654M Sell
6,525,696
-1,258,005
-16% -$125M 0.6% 25
2025
Q2 		$772M Buy
7,783,701
+1,453,762
+23% +$142M 0.75% 18
2025
Q1 		$626M Buy
6,329,939
+60,710
+1% +$5.93M 0.67% 23
2024
Q4 		$607M Sell
6,269,229
-151,483
-2% -$14.9M 0.63% 25
2024
Q3 		$650M Buy
6,420,712
+1,253,438
+24% +$125M 0.68% 25
2024
Q2 		$502M Sell
5,167,274
-455,470
-8% -$44M 0.56% 31
2024
Q1 		$551M Buy
5,622,744
+238,535
+4% +$23.3M 0.63% 27
2023
Q4 		$534M Buy
5,384,209
+64,547
+1% +$6.14M 0.67% 24
2023
Q3 		$500M Buy
5,319,662
+68,720
+1% +$6.62M 0.7% 21
2023
Q2 		$514M Sell
5,250,942
-20,041
-0.4% -$1.98M 0.7% 22
2023
Q1 		$525M Buy
5,270,983
+2,693,559
+105% +$266M 0.75% 21
2022
Q4 		$250M Sell
2,577,424
-3,753,712
-59% -$363M 0.38% 66
2022
Q3 		$610M Buy
6,331,136
+54,638
+0.9% +$5.53M 1% 11
2022
Q2 		$638M Buy
6,276,498
+938,007
+18% +$96.4M 1% 13
2022
Q1 		$572M Buy
5,338,491
+26,098
+0.5% +$2.87M 0.78% 16
2021
Q4 		$606M Buy
5,312,393
+797,370
+18% +$91.2M 0.8% 18
2021
Q3 		$518M Buy
4,515,023
+1,282,678
+40% +$149M 0.76% 19
2021
Q2 		$373M Sell
3,232,345
-365,751
-10% -$41.9M 0.56% 38
2021
Q1 		$410M Buy
3,598,096
+752,481
+26% +$87.1M 0.68% 25
2020
Q4 		$336M Sell
2,845,615
-42,902
-1% -$5.05M 0.6% 33
2020
Q3 		$341M Buy
2,888,517
+384,602
+15% +$45.6M 0.7% 26
2020
Q2 		$296M Buy
2,503,915
+33,135
+1% +$3.88M 0.68% 24
2020
Q1 		$285M Buy
2,470,780
+446,103
+22% +$50.8M 0.79% 18
2019
Q4 		$228M Buy
2,024,677
+1,130,246
+126% +$127M 0.47% 48
2019
Q3 		$101M Buy
894,431
+101,747
+13% +$11.4M 0.26% 100
2019
Q2 		$88.1M Sell
792,684
-297,317
-27% -$32.5M 0.23% 118
2019
Q1 		$119M Buy
1,090,001
+403,121
+59% +$43.2M 0.34% 69
2018
Q4 		$73.2M Sell
686,880
-51,049
-7% -$5.35M 0.24% 108
2018
Q3 		$77.8M Sell
737,929
-39,521
-5% -$4.19M 0.22% 112
2018
Q2 		$82.7M Buy
777,450
+137,237
+21% +$14.6M 0.25% 94
2018
Q1 		$68.7M Buy
640,213
+108,835
+20% +$11.7M 0.22% 112
2017
Q4 		$58.1M Sell
531,378
-138,223
-21% -$15.1M 0.18% 139
2017
Q3 		$73.4M Buy
669,601
+40,305
+6% +$4.42M 0.25% 95
2017
Q2 		$69M Buy
629,296
+51,029
+9% +$5.58M 0.26% 95
2017
Q1 		$62.7M Sell
578,267
-63,176
-10% -$6.84M 0.24% 100
2016
Q4 		$69.3M Buy
641,443
+10,923
+2% +$1.2M 0.29% 81
2016
Q3 		$70.8M Sell
630,520
-117,885
-16% -$13.3M 0.32% 72
2016
Q2 		$84.3M Sell
748,405
-3,595
-0.5% -$399K 0.39% 56
2016
Q1 		$83.3M Sell
752,000
-77,637
-9% -$8.5M 0.44% 48
2015
Q4 		$89.6M Buy
829,637
+353,200
+74% +$38.4M 0.47% 39
2015
Q3 		$52.2M Buy
476,437
+20,765
+5% +$2.26M 0.29% 87
2015
Q2 		$49.5M Buy
455,672
+50,052
+12% +$5.51M 0.26% 98
2015
Q1 		$45.2M Buy
405,620
+7,079
+2% +$786K 0.25% 101
2014
Q4 		$43.9M Buy
398,541
+138,607
+53% +$15.3M 0.24% 98
2014
Q3 		$28.4M Buy
259,934
+10,232
+4% +$1.12M 0.25% 87
2014
Q2 		$27.3M Buy
249,702
+2,935
+1% +$319K 0.25% 87
2014
Q1 		$26.6M Buy
+246,767
New +$26.6M 0.25% 85

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Stifel Financial's AGG Position: Q1 2026 in Review

Stifel Financial reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q1 2026, selling an estimated $18.7M and leaving 7,319,250 shares worth $727M. The position accounts for 0.67% of the portfolio, ranked #21.

Stifel Financial first reported a position in AGG in Q1 2014 and has held it in 49 quarters since. The position peaked at $772M in Q2 2025. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Stifel Financial held 7,319,250 shares of iShares Core US Aggregate Bond ETF worth $727M as of Q1 2026.
  • Stifel Financial sold 187,106 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $18.7M.
  • iShares Core US Aggregate Bond ETF made up 0.67% of Stifel Financial's portfolio in Q1 2026, its #21 holding.
  • Stifel Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's iShares Core US Aggregate Bond ETF position peaked at $772M in Q2 2025.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.