Advisory Solutions Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advisory Solutions Group’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	$7.11M	Buy	+75,165	New	+$7.3M	1.51%	12

Other funds holding AGG

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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Advisory Solutions Group's AGG Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 75,165 shares worth $7.11M. The stake represents 1.51% of the portfolio and ranks #12 among its holdings.

581 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Advisory Solutions Group held 75,165 shares of iShares Core US Aggregate Bond ETF worth $7.11M as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Advisory Solutions Group position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 1.51% of Advisory Solutions Group's portfolio in Q3 2026, its #12 holding.
581 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.