Annex Advisory Services 13F: Adds $97M to AGG Stake

Annex Advisory Services has made a significant move by boosting its stake in Agg (AGG), as reported in a recent filing on October 16, 2026. The fund added 1,023,355 shares, bringing its total holdings to 1,025,494 shares, valued at approximately $96.9 million. This represents a staggering increase of 47,842.7% from its prior count of just 2,139 shares.

What Changed in Annex Advisory Services' Position

This transaction shows that Annex Advisory Services is expanding its investment in Agg. The substantial addition of over a million shares indicates the fund's confidence in the ETF's potential. It is not a new position, but rather a significant boost to their existing stake, reflecting a strong belief in the asset's performance moving forward.

Other Institutional Activity in AGG

No details on other institutional activity in Agg were provided in the current data.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1%

As of October 16, 2026, Agg's stock was recently traded around $95.30. The increase in shares held by Annex Advisory Services comes amid its expansion in other sectors, suggesting a strategic approach to its portfolio management. Without the event day's closing price, it's difficult to comment on how this transaction aligns with market trends.

Dividend

There is no dividend information available for Agg, so this section will not be included.

About Agg

Agg is an exchange-traded fund (ETF) that tracks the performance of a broad range of bonds. This recent increase in holdings by Annex Advisory Services underscores the fund's strategy in managing diversified investments across different asset classes.

Bottom Line

Investors should keep an eye on future filings from Annex Advisory Services as they may reveal additional strategies or shifts in their investment approach. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.