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SVB Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SVB Wealth’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 		$32M Sell
323,014
-1,793
-0.6% -$177K 2.02% 12
2026
Q1 		$32.2M Sell
324,807
-46,160
-12% -$4.62M 2.12% 11
2025
Q4 		$37.1M Sell
370,967
-84,418
-19% -$8.47M 2.18% 9
2025
Q3 		$45.7M Sell
455,385
-161,530
-26% -$16M 2.46% 7
2025
Q2 		$61.2M Buy
+616,915
New +$60.4M 3.28% 5
2025
Q1 		– Sell
-1,020,473
Closed -$98.9M – 1521
2024
Q4 		$98.9M Buy
1,020,473
+815,913
+399% +$80.4M 1.85% 6
2024
Q3 		$20.7M Sell
204,560
-537,575
-72% -$53.6M 17.63% 2
2024
Q2 		$72M Buy
742,135
+96,004
+15% +$9.27M 1.78% 6
2024
Q1 		$63.3M Buy
646,131
+260,958
+68% +$25.5M 1.41% 8
2023
Q4 		$38.2M Buy
385,173
+358,041
+1,320% +$34.1M 0.93% 17
2023
Q3 		$2.55M Buy
27,132
+10,868
+67% +$1.05M 0.06% 197
2023
Q2 		$1.59M Sell
16,264
-51,954
-76% -$5.14M 0.03% 267
2023
Q1 		$6.8M Buy
68,218
+37,822
+124% +$3.74M 0.1% 154
2022
Q4 		$2.95M Buy
30,396
+5,081
+20% +$491K 0.04% 223
2022
Q3 		$2.44M Buy
25,315
+9,636
+61% +$974K 0.04% 231
2022
Q2 		$1.59M Sell
15,679
-5,534
-26% -$569K 0.02% 244
2022
Q1 		$2.27M Sell
21,213
-2,087
-9% -$230K 0.03% 212
2021
Q4 		$2.66M Sell
23,300
-450
-2% -$51.5K 0.04% 191
2021
Q3 		$2.73M Sell
23,750
-828
-3% -$96K 0.04% 218
2021
Q2 		$2.83M Sell
24,578
-5,915
-19% -$678K 0.04% 216
2021
Q1 		$3.47M Buy
30,493
+1,021
+3% +$118K 0.05% 186
2020
Q4 		$3.48M Sell
29,472
-1,699
-5% -$200K 0.05% 190
2020
Q3 		$3.68M Sell
31,171
-4,364
-12% -$518K 0.06% 171
2020
Q2 		$4.2M Buy
35,535
+35,485
+70,970% +$4.15M 0.08% 145
2020
Q1 		$5K Sell
50
-43,804
-100% -$4.99M ﹤0.01% 563
2019
Q4 		$4.93M Buy
43,854
+313
+0.7% +$35.3K 0.09% 138
2019
Q3 		$4.93M Buy
43,541
+1,750
+4% +$197K 0.1% 133
2019
Q2 		$4.65M Buy
+41,791
New +$4.57M 0.16% 135

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

SVB Wealth's AGG Position: Q2 2026 in Review

SVB Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.55% in Q2 2026, selling an estimated $177K and leaving 323,014 shares worth $32M. The position accounts for 2.02% of the portfolio, ranked #12.

SVB Wealth first reported a position in AGG in Q2 2019 and has held it in 28 quarters since. The position peaked at $98.9M in Q4 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • SVB Wealth held 323,014 shares of iShares Core US Aggregate Bond ETF worth $32M as of Q2 2026.
  • SVB Wealth sold 1,793 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $177K.
  • iShares Core US Aggregate Bond ETF made up 2.02% of SVB Wealth's portfolio in Q2 2026, its #12 holding.
  • SVB Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's iShares Core US Aggregate Bond ETF position peaked at $98.9M in Q4 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.