4Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

4Wealth Advisors’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 Q3	$345K	Hold	3,642	–	–	0.24%	90
2026 Q2	$362K	Sell	3,642 -209	-5%	-$20.7K	0.28%	107
2026 Q1	$381K	Sell	3,851 -28	-0.7%	-$2.8K	0.33%	97
2025 Q4	$387K	Sell	3,879 -20	-0.5%	-$2.01K	0.33%	97
2025 Q3	$391K	Sell	3,899 -104	-3%	-$10.3K	0.35%	91
2025 Q2	$397K	Sell	4,003 -10	-0.2%	-$980	0.4%	84
2025 Q1	$397K	Sell	4,013 -12,349	-75%	-$1.21M	0.43%	86
2024 Q4	$1.59M	Buy	+16,362	New	+$1.61M	1.59%	13

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

4Wealth Advisors's AGG Position: Q3 2026 in Review

4Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 3,642 shares worth $345K. The position accounts for 0.24% of the portfolio, ranked #90.

4Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q4 2024. 1,291 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

4Wealth Advisors held 3,642 shares of iShares Core US Aggregate Bond ETF worth $345K as of Q3 2026.
4Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.24% of 4Wealth Advisors's portfolio in Q3 2026, its #90 holding.
4Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.59M in Q4 2024.
1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.