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

StoneX 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
Q1 		$7.43M Buy
74,915
+5,338
+8% +$534K 0.4% 40
2025
Q4 		$6.95M Sell
69,577
-21,280
-23% -$2.14M 0.3% 59
2025
Q3 		$9.11M Buy
90,857
+39,576
+77% +$3.93M 0.4% 46
2025
Q2 		$5.09M Buy
51,281
+2,912
+6% +$285K 0.25% 77
2025
Q1 		$4.78M Buy
48,369
+18,313
+61% +$1.79M 0.26% 80
2024
Q4 		$2.91M Buy
+30,056
New +$2.96M 0.16% 123
2023
Q1 		– Sell
-27,590
Closed -$2.68M – 449
2022
Q4 		$2.68M Sell
27,590
-3,664
-12% -$354K 0.39% 39
2022
Q3 		$3.01M Sell
31,254
-144,567
-82% -$14.6M 0.56% 35
2022
Q2 		$17.9M Buy
175,821
+158
+0.1% +$16.2K 2.93% 6
2022
Q1 		$18.8M Buy
175,663
+6,593
+4% +$726K 1.78% 10
2021
Q4 		$19.3M Buy
169,070
+15,389
+10% +$1.76M 2.22% 5
2021
Q3 		$17.6M Buy
153,681
+3,684
+2% +$427K 2.54% 4
2021
Q2 		$17.3M Buy
149,997
+8,899
+6% +$1.02M 2.57% 4
2021
Q1 		$16.1M Buy
141,098
+96,493
+216% +$11.2M 2.88% 5
2020
Q4 		$5.27M Buy
44,605
+8,071
+22% +$951K 1.16% 15
2020
Q3 		$4.31M Buy
36,534
+7,157
+24% +$849K 1.39% 13
2020
Q2 		$3.47M Buy
29,377
+1,024
+4% +$120K 1.32% 13
2020
Q1 		$3.27M Sell
28,353
-4,164
-13% -$475K 1.74% 9
2019
Q4 		$3.65M Buy
32,517
+7,587
+30% +$855K 1.49% 7
2019
Q3 		$2.82M Sell
24,930
-29,365
-54% -$3.3M 1.76% 3
2019
Q2 		$6.05M Buy
54,295
+40,192
+285% +$4.39M 3.88% 2
2019
Q1 		$1.54M Buy
14,103
+6,134
+77% +$658K 1.17% 12
2018
Q4 		$849K Sell
7,969
-376
-5% -$39.4K 0.82% 29
2018
Q3 		$881K Buy
8,345
+558
+7% +$59.2K 0.65% 43
2018
Q2 		$828K Buy
7,787
+1,727
+28% +$183K 0.71% 37
2018
Q1 		$650K Buy
6,060
+593
+11% +$63.7K 0.62% 48
2017
Q4 		$598K Sell
5,467
-2,385
-30% -$261K 0.62% 41
2017
Q3 		$861K Buy
+7,852
New +$862K 1.07% 18

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

StoneX Group's AGG Position: Q1 2026 in Review

StoneX Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.7% in Q1 2026, buying an estimated $534K and bringing the position to 74,915 shares worth $7.43M. The position accounts for 0.4% of the portfolio, ranked #40.

StoneX Group first reported a position in AGG in Q3 2017 and has held it in 28 quarters since. The position peaked at $19.3M in Q4 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • StoneX Group held 74,915 shares of iShares Core US Aggregate Bond ETF worth $7.43M as of Q1 2026.
  • StoneX Group bought 5,338 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $534K.
  • iShares Core US Aggregate Bond ETF made up 0.4% of StoneX Group's portfolio in Q1 2026, its #40 holding.
  • StoneX Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 28 quarters since.
  • StoneX Group's iShares Core US Aggregate Bond ETF position peaked at $19.3M in Q4 2021.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.