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

Armstrong Advisory 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 		$2.5M Buy
26,439
+4,190
+19% +$407K 0.15% 52
2026
Q2 		$2.2M Buy
22,249
+2,601
+13% +$257K 0.13% 57
2026
Q1 		$1.95M Buy
19,648
+5,416
+38% +$542K 0.13% 58
2025
Q4 		$1.42M Buy
14,232
+2,604
+22% +$261K 0.1% 68
2025
Q3 		$1.17M Buy
11,628
+1,087
+10% +$108K 0.08% 70
2025
Q2 		$1.05M Buy
10,541
+2,004
+23% +$196K 0.08% 65
2025
Q1 		$827K Hold
8,537
– – 0.07% 78
2024
Q4 		$827K Buy
8,537
+1,127
+15% +$111K 0.07% 78
2024
Q3 		$750K Buy
7,410
+330
+5% +$32.9K 0.06% 82
2024
Q2 		$687K Buy
7,080
+461
+7% +$44.5K 0.06% 84
2024
Q1 		$657K Hold
6,619
– – 0.06% 76
2023
Q4 		$657K Buy
6,619
+275
+4% +$26.2K 0.06% 76
2023
Q3 		$597K Buy
6,344
+2,041
+47% +$197K 0.07% 73
2023
Q2 		$422K Buy
4,303
+328
+8% +$32.4K 0.04% 106
2023
Q1 		$396K Buy
3,975
+1,127
+40% +$111K 0.05% 104
2022
Q4 		$276K Buy
+2,848
New +$275K 0.04% 133

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

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

Armstrong Advisory Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 19% in Q3 2026, buying an estimated $407K and bringing the position to 26,439 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #52.

Armstrong Advisory Group first reported a position in AGG in Q4 2022 and has held it in 16 quarters since. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Armstrong Advisory Group held 26,439 shares of iShares Core US Aggregate Bond ETF worth $2.5M as of Q3 2026.
  • Armstrong Advisory Group bought 4,190 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $407K.
  • iShares Core US Aggregate Bond ETF made up 0.15% of Armstrong Advisory Group's portfolio in Q3 2026, its #52 holding.
  • Armstrong Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.