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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
Q2 		$34.1M Buy
+344,640
New +$34.1M 11.74% 2
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 $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

Strategic Investment Management's AGG Position: Q2 2026 in Review

Strategic Investment Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 344,640 shares worth $34.1M. The stake represents 11.74% of the portfolio and ranks #2 among its holdings. This is a return to the name: Strategic Investment Management previously reported a position in AGG as recently as Q4 2025.

Strategic Investment Management first reported a position in AGG in Q2 2019 and has held it in 9 quarters since. The position peaked at $192M in Q3 2019. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Strategic Investment Management held 344,640 shares of iShares Core US Aggregate Bond ETF worth $34.1M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Strategic Investment Management position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 11.74% of Strategic Investment Management's portfolio in Q2 2026, its #2 holding.
  • Strategic Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 9 quarters since.
  • Strategic Investment Management's iShares Core US Aggregate Bond ETF position peaked at $192M in Q3 2019.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.