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

Thompson 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	$5.58M	Buy	56,395 +3,729	+7%	+$369K	0.64%	66
2026 Q1	$5.23M	Buy	52,666 +5,798	+12%	+$580K	0.68%	63
2025 Q4	$4.68M	Buy	46,868 +4,828	+11%	+$484K	0.59%	63
2025 Q3	$4.21M	Buy	42,040 +4,094	+11%	+$406K	0.56%	61
2025 Q2	$3.76M	Buy	37,946 +4,445	+13%	+$436K	0.53%	68
2025 Q1	$3.31M	Buy	33,501 +10,024	+43%	+$980K	0.5%	71
2024 Q4	$2.27M	Buy	23,477 +2,756	+13%	+$271K	0.33%	87
2024 Q3	$2.1M	Buy	20,721 +242	+1%	+$24.1K	0.3%	91
2024 Q2	$1.99M	Buy	20,479 +9,453	+86%	+$912K	0.31%	88
2024 Q1	$1.08M	Buy	11,026 +1,015	+10%	+$99.3K	0.16%	96
2023 Q4	$994K	Buy	+10,011	New	+$953K	0.16%	100

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

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

Thompson Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.1% in Q2 2026, buying an estimated $369K and bringing the position to 56,395 shares worth $5.58M. The position accounts for 0.64% of the portfolio, ranked #66.

Thompson Investment Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Thompson Investment Management held 56,395 shares of iShares Core US Aggregate Bond ETF worth $5.58M as of Q2 2026.
Thompson Investment Management bought 3,729 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $369K.
iShares Core US Aggregate Bond ETF made up 0.64% of Thompson Investment Management's portfolio in Q2 2026, its #66 holding.
Thompson Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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