Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sumitomo Mitsui Trust 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
Q2 		$98.2M Hold
992,594
– – 0.06% 303
2026
Q1 		$98.5M Hold
992,594
– – 0.06% 279
2025
Q4 		$99.1M Hold
992,594
– – 0.06% 291
2025
Q3 		$99.5M Hold
992,594
– – 0.06% 299
2025
Q2 		$98.5M Hold
992,594
– – 0.06% 295
2025
Q1 		$98.2M Hold
992,594
– – 0.07% 277
2024
Q4 		$96.2M Hold
992,594
– – 0.06% 287
2024
Q3 		$101M Hold
992,594
– – 0.07% 280
2024
Q2 		$96.4M Hold
992,594
– – 0.07% 264
2024
Q1 		$97.2M Hold
992,594
– – 0.07% 306
2023
Q4 		$98.5M Hold
992,594
– – 0.07% 288
2023
Q3 		$93.3M Hold
992,594
– – 0.08% 282
2023
Q2 		$97.2M Hold
992,594
– – 0.08% 283
2023
Q1 		$98.9M Hold
992,594
– – 0.07% 299
2022
Q4 		$96.3M Sell
992,594
-86,969
-8% -$8.41M 0.08% 301
2022
Q3 		$104M Buy
1,079,563
+540,560
+100% +$54.7M 0.09% 272
2022
Q2 		$54.8M Buy
539,003
+186,577
+53% +$19.2M 0.04% 470
2022
Q1 		$37.7M Sell
352,426
-81,113
-19% -$8.93M 0.03% 613
2021
Q4 		$49.5M Sell
433,539
-79,226
-15% -$9.06M 0.03% 537
2021
Q3 		$58.9M Hold
512,765
– – 0.04% 495
2021
Q2 		$59.1M Buy
+512,765
New +$58.8M 0.04% 501
2015
Q1 		– Sell
-19,822
Closed -$2.18M – 888
2014
Q4 		$2.18M Sell
19,822
-2,876
-13% -$316K ﹤0.01% 720
2014
Q3 		$2.48M Buy
22,698
+681
+3% +$74.4K 0.01% 695
2014
Q2 		$2.41M Buy
22,017
+130
+0.6% +$14.1K ﹤0.01% 660
2014
Q1 		$2.36M Buy
21,887
+6,397
+41% +$688K 0.01% 648
2013
Q4 		$1.65M Buy
15,490
+12,332
+391% +$1.32M ﹤0.01% 672
2013
Q3 		$338K Sell
3,158
-36,878
-92% -$3.93M ﹤0.01% 751
2013
Q2 		$4.28M Buy
+40,036
New +$4.4M 0.01% 617

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

Sumitomo Mitsui Trust Group's AGG Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 992,594 shares worth $98.2M. The position accounts for 0.06% of the portfolio, ranked #303.

Sumitomo Mitsui Trust Group first reported a position in AGG in Q2 2013 and has held it in 28 quarters since. The position peaked at $104M in Q3 2022. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 992,594 shares of iShares Core US Aggregate Bond ETF worth $98.2M as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #303 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 28 quarters since.
  • Sumitomo Mitsui Trust Group's iShares Core US Aggregate Bond ETF position peaked at $104M in Q3 2022.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.