Syon Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Syon Capital’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	$43M	Buy	434,648 +40,319	+10%	+$3.99M	1.87%	10
2026 Q1	$39.1M	Buy	394,329 +107,260	+37%	+$10.7M	1.97%	8
2025 Q4	$28.7M	Sell	287,069 -201	-0.1%	-$20.2K	1.43%	14
2025 Q3	$28.8M	Buy	287,270 +5,668	+2%	+$562K	1.55%	14
2025 Q2	$27.9M	Buy	281,602 +55,666	+25%	+$5.45M	1.84%	12
2025 Q1	$22.3M	Sell	225,936 -104,585	-32%	-$10.2M	1.82%	11
2024 Q4	$32M	Buy	330,521 +77,982	+31%	+$7.68M	2.88%	6
2024 Q3	$25.6M	Buy	252,539 +19,038	+8%	+$1.9M	2.26%	9
2024 Q2	$22.7M	Buy	233,501 +33,416	+17%	+$3.23M	2.08%	11
2024 Q1	$19.6M	Buy	200,085 +49,460	+33%	+$4.84M	1.85%	11
2023 Q4	$14.9M	Sell	150,625 -737,751	-83%	-$70.2M	1.53%	12
2023 Q3	$83.5M	Buy	+888,376	New	+$85.6M	10.4%	1

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Syon Capital's AGG Position: Q2 2026 in Review

Syon Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q2 2026, buying an estimated $3.99M and bringing the position to 434,648 shares worth $43M. The position accounts for 1.87% of the portfolio, ranked #10.

Syon Capital first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $83.5M in Q3 2023. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Syon Capital held 434,648 shares of iShares Core US Aggregate Bond ETF worth $43M as of Q2 2026.
Syon Capital bought 40,319 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.99M.
iShares Core US Aggregate Bond ETF made up 1.87% of Syon Capital's portfolio in Q2 2026, its #10 holding.
Syon Capital first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Syon Capital's iShares Core US Aggregate Bond ETF position peaked at $83.5M in Q3 2023.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.