Argyle Capital Partners
AGG icon

Argyle Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Argyle Capital Partners’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 		$1.12M Buy
11,862
+4,150
+54% +$403K 0.69% 46
2026
Q2 		$763K Buy
7,712
+5,600
+265% +$554K 0.48% 64
2026
Q1 		$210K Sell
2,112
-47
-2% -$4.7K 0.15% 151
2025
Q4 		$216K Buy
+2,159
New +$217K 0.16% 143

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Argyle Capital Partners's AGG Position: Q3 2026 in Review

Argyle Capital Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 54% in Q3 2026, buying an estimated $403K and bringing the position to 11,862 shares worth $1.12M. The position accounts for 0.69% of the portfolio, ranked #46.

Argyle Capital Partners first reported a position in AGG in Q4 2025 and has held it in 4 quarters since. 1,431 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Argyle Capital Partners held 11,862 shares of iShares Core US Aggregate Bond ETF worth $1.12M as of Q3 2026.
  • Argyle Capital Partners bought 4,150 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $403K.
  • iShares Core US Aggregate Bond ETF made up 0.69% of Argyle Capital Partners's portfolio in Q3 2026, its #46 holding.
  • Argyle Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,431 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.