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Strategic Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strategic Investment 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
Q1 		– Sell
-344,640
Closed -$34.4M – 15
2025
Q4 		$34.4M Hold
344,640
– – 17.45% 1
2025
Q3 		$34.6M Sell
344,640
-410
-0.1% -$40.7K 18.69% 1
2025
Q2 		$34.2M Buy
345,050
+650
+0.2% +$63.7K 18.34% 2
2025
Q1 		$34.1M Hold
344,400
– – 13.68% 3
2024
Q4 		$33.4M Buy
+344,400
New +$33.9M 11.51% 3
2020
Q1 		– Sell
-66,370
Closed -$7.46M – 15
2019
Q4 		$7.46M Sell
66,370
-1,634,111
-96% -$184M 1.38% 15
2019
Q3 		$192M Buy
1,700,481
+1,124,830
+195% +$126M 11.05% 2
2019
Q2 		$64.1M Buy
+575,651
New +$62.9M 9.31% 3

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 $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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