William Blair & Company
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William Blair & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

William Blair & Company’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
Q1 		$16.2M Buy
163,555
+16,340
+11% +$1.63M 0.05% 270
2025
Q4 		$14.7M Buy
147,215
+19,646
+15% +$1.97M 0.04% 287
2025
Q3 		$12.8M Buy
127,569
+5,114
+4% +$507K 0.03% 305
2025
Q2 		$12.1M Buy
122,455
+1,163
+1% +$114K 0.03% 316
2025
Q1 		$12M Sell
121,292
-5,699
-4% -$557K 0.04% 305
2024
Q4 		$12.3M Sell
126,991
-2,282
-2% -$225K 0.04% 310
2024
Q3 		$13.1M Buy
129,273
+11,650
+10% +$1.16M 0.04% 306
2024
Q2 		$11.4M Sell
117,623
-3,864
-3% -$373K 0.04% 304
2024
Q1 		$11.9M Sell
121,487
-955
-0.8% -$93.5K 0.04% 303
2023
Q4 		$12.2M Sell
122,442
-3,172
-3% -$302K 0.04% 284
2023
Q3 		$11.8M Sell
125,614
-1,226
-1% -$118K 0.05% 282
2023
Q2 		$12.4M Sell
126,840
-838
-0.7% -$82.8K 0.05% 281
2023
Q1 		$12.7M Sell
127,678
-21,554
-14% -$2.13M 0.05% 267
2022
Q4 		$14.5M Sell
149,232
-82,220
-36% -$7.95M 0.06% 246
2022
Q3 		$22.3M Sell
231,452
-9,394
-4% -$950K 0.1% 175
2022
Q2 		$24.5M Buy
240,846
+61
+0% +$6.27K 0.11% 171
2022
Q1 		$25.8M Buy
240,785
+2,833
+1% +$312K 0.09% 195
2021
Q4 		$27.1M Sell
237,952
-1,263
-0.5% -$144K 0.09% 207
2021
Q3 		$27.5M Sell
239,215
-2,765
-1% -$320K 0.09% 190
2021
Q2 		$27.9M Sell
241,980
-14,428
-6% -$1.65M 0.1% 189
2021
Q1 		$29.2M Sell
256,408
-59,571
-19% -$6.9M 0.11% 173
2020
Q4 		$37.3M Buy
315,979
+18,366
+6% +$2.16M 0.14% 149
2020
Q3 		$35.1M Buy
297,613
+35,647
+14% +$4.23M 0.15% 140
2020
Q2 		$31M Buy
261,966
+16,388
+7% +$1.92M 0.15% 134
2020
Q1 		$28.3M Sell
245,578
-2,443
-1% -$278K 0.18% 123
2019
Q4 		$27.9M Buy
248,021
+54,548
+28% +$6.15M 0.14% 151
2019
Q3 		$21.9M Buy
193,473
+7,339
+4% +$825K 0.13% 165
2019
Q2 		$20.7M Sell
186,134
-8,266
-4% -$904K 0.12% 168
2019
Q1 		$21.2M Buy
194,400
+19,331
+11% +$2.07M 0.13% 159
2018
Q4 		$18.6M Buy
175,069
+39,941
+30% +$4.19M 0.14% 157
2018
Q3 		$14.3M Buy
135,128
+44,973
+50% +$4.77M 0.09% 207
2018
Q2 		$9.59M Buy
90,155
+14,906
+20% +$1.58M 0.07% 250
2018
Q1 		$8.07M Buy
75,249
+13,892
+23% +$1.49M 0.06% 267
2017
Q4 		$6.71M Buy
61,357
+6,570
+12% +$718K 0.05% 297
2017
Q3 		$6M Buy
54,787
+5,730
+12% +$629K 0.05% 296
2017
Q2 		$5.37M Buy
49,057
+11,118
+29% +$1.22M 0.04% 328
2017
Q1 		$4.13M Buy
37,939
+344
+0.9% +$37.2K 0.03% 360
2016
Q4 		$4.06M Sell
37,595
-6,192
-14% -$678K 0.04% 345
2016
Q3 		$4.92M Buy
43,787
+3,359
+8% +$378K 0.04% 309
2016
Q2 		$4.55M Buy
40,428
+34,098
+539% +$3.79M 0.04% 301
2016
Q1 		$702K Buy
6,330
+575
+10% +$62.9K 0.01% 704
2015
Q4 		$622K Hold
5,755
– – 0.01% 754
2015
Q3 		$631K Sell
5,755
-58,700
-91% -$6.4M 0.01% 897
2015
Q2 		$7.01M Buy
64,455
+5,200
+9% +$572K 0.01% 978
2015
Q1 		$6.6M Buy
59,255
+7,000
+13% +$778K 0.01% 953
2014
Q4 		$5.75M Sell
52,255
-630
-1% -$69.3K 0.01% 1017
2014
Q3 		$5.77M Buy
52,885
+1,140
+2% +$124K 0.01% 995
2014
Q2 		$5.66M Sell
51,745
-590
-1% -$64.1K 0.01% 978
2014
Q1 		$5.65M Buy
52,335
+1,550
+3% +$167K 0.01% 951
2013
Q4 		$5.41M Sell
50,785
-658
-1% -$70.5K 0.01% 925
2013
Q3 		$5.51M Sell
51,443
-4,704
-8% -$501K 0.01% 876
2013
Q2 		$6.02M Buy
+56,147
New +$6.17M 0.01% 841

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

William Blair & Company's AGG Position: Q1 2026 in Review

William Blair & Company increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $1.63M and bringing the position to 163,555 shares worth $16.2M. The position accounts for 0.05% of the portfolio, ranked #270.

William Blair & Company first reported a position in AGG in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.3M in Q4 2020. 2,076 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • William Blair & Company held 163,555 shares of iShares Core US Aggregate Bond ETF worth $16.2M as of Q1 2026.
  • William Blair & Company bought 16,340 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.63M.
  • iShares Core US Aggregate Bond ETF made up 0.05% of William Blair & Company's portfolio in Q1 2026, its #270 holding.
  • William Blair & Company first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's iShares Core US Aggregate Bond ETF position peaked at $37.3M in Q4 2020.
  • 2,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.