Act Wealth Management
AGG icon

Act Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Act Wealth Management’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 		$9.7M Buy
102,518
+8,936
+10% +$868K 2.85% 11
2026
Q2 		$9.26M Buy
93,582
+1,851
+2% +$183K 2.72% 10
2026
Q1 		$9.11M Buy
91,731
+3,843
+4% +$384K 3.06% 11
2025
Q4 		$8.78M Buy
87,888
+1,523
+2% +$153K 2.87% 11
2025
Q3 		$8.66M Buy
86,365
+2,838
+3% +$282K 3.03% 9
2025
Q2 		$8.29M Buy
83,527
+904
+1% +$88.6K 3.5% 8
2025
Q1 		$8.17M Sell
82,623
-2,982
-3% -$292K 3.7% 8
2024
Q4 		$8.3M Buy
85,605
+766
+0.9% +$75.4K 3.88% 8
2024
Q3 		$8.59M Buy
84,839
+23,577
+38% +$2.35M 3.81% 8
2024
Q2 		$5.95M Buy
+61,262
New +$5.91M 2.93% 11

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Act Wealth Management's AGG Position: Q3 2026 in Review

Act Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.5% in Q3 2026, buying an estimated $868K and bringing the position to 102,518 shares worth $9.7M. The position accounts for 2.85% of the portfolio, ranked #11.

Act Wealth Management first reported a position in AGG in Q2 2024 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Act Wealth Management held 102,518 shares of iShares Core US Aggregate Bond ETF worth $9.7M as of Q3 2026.
  • Act Wealth Management bought 8,936 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $868K.
  • iShares Core US Aggregate Bond ETF made up 2.85% of Act Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Act Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.