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Adirondack Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Adirondack Capital 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 		$235K Sell
2,488
-231
-8% -$22.4K 0.12% 42
2026
Q2 		$269K Buy
2,719
+270
+11% +$26.7K 0.14% 41
2026
Q1 		$243K Hold
2,449
– – 0.16% 37
2025
Q4 		$245K Buy
+2,449
New +$246K 0.16% 37

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Adirondack Capital Advisors's AGG Position: Q3 2026 in Review

Adirondack Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.5% in Q3 2026, selling an estimated $22.4K and leaving 2,488 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #42.

Adirondack Capital Advisors first reported a position in AGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $269K in Q2 2026. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Adirondack Capital Advisors held 2,488 shares of iShares Core US Aggregate Bond ETF worth $235K as of Q3 2026.
  • Adirondack Capital Advisors sold 231 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $22.4K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Adirondack Capital Advisors's portfolio in Q3 2026, its #42 holding.
  • Adirondack Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Adirondack Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $269K in Q2 2026.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Adirondack Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.