Stonebridge Financial Group, LLC/CA’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$210K	Buy	+2,126	New	+$210K	0.03%	278

Other funds holding AGG

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's AGG Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 2,126 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #278 among its holdings.

1,840 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 2,126 shares of iShares Core US Aggregate Bond ETF worth $210K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #278 holding.
1,840 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.