Zions Bancorporation, National Association’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Zions Bancorporation, National Association’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	$59.9M	Sell	604,948 -93,006	-13%	-$9.2M	3.58%	6
2026 Q1	$69.3M	Sell	697,954 -22,147	-3%	-$2.22M	4.47%	4
2025 Q4	$71.9M	Buy	720,101 +146,326	+26%	+$14.7M	3.32%	5
2025 Q3	$57.5M	Buy	573,775 +13,455	+2%	+$1.33M	2.84%	8
2025 Q2	$55.6M	Buy	560,320 +69,378	+14%	+$6.8M	2.98%	7
2025 Q1	$48.6M	Buy	+490,942	New	+$48M	3.06%	5

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

Zions Bancorporation, National Association's AGG Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, selling an estimated $9.2M and leaving 604,948 shares worth $59.9M. The position accounts for 3.58% of the portfolio, ranked #6.

Zions Bancorporation, National Association first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $71.9M in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Zions Bancorporation, National Association held 604,948 shares of iShares Core US Aggregate Bond ETF worth $59.9M as of Q2 2026.
Zions Bancorporation, National Association sold 93,006 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.2M.
iShares Core US Aggregate Bond ETF made up 3.58% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #6 holding.
Zions Bancorporation, National Association first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's iShares Core US Aggregate Bond ETF position peaked at $71.9M in Q4 2025.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.