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

Aspect 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	$5.77M	Sell	61,050 -1,870	-3%	-$182K	2.18%	14
2026 Q2	$6.23M	Buy	62,920 +8,599	+16%	+$851K	2.32%	13
2026 Q1	$5.39M	Buy	54,321 +2,478	+5%	+$248K	2.2%	15
2025 Q4	$5.18M	Buy	51,843 +3,064	+6%	+$307K	2.27%	15
2025 Q3	$4.89M	Buy	48,779 +5,548	+13%	+$550K	2.22%	15
2025 Q2	$4.29M	Buy	43,231 +3,405	+9%	+$334K	2.11%	14
2025 Q1	$3.94M	Buy	39,826 +4,948	+14%	+$484K	2.26%	14
2024 Q4	$3.38M	Sell	34,878 -1,377	-4%	-$136K	1.95%	14
2024 Q3	$3.67M	Sell	36,255 -4,269	-11%	-$426K	2.06%	15
2024 Q2	$3.93M	Sell	40,524 -3,661	-8%	-$353K	2.34%	11
2024 Q1	$4.33M	Buy	44,185 +520	+1%	+$50.9K	3.41%	10
2023 Q4	$4.33M	Buy	+43,665	New	+$4.16M	2.79%	9

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

Rebalance Palo Alto, California $1.94B AUM 8.87% 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

Aspect Partners's AGG Position: Q3 2026 in Review

Aspect Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q3 2026, selling an estimated $182K and leaving 61,050 shares worth $5.77M. The position accounts for 2.18% of the portfolio, ranked #14.

Aspect Partners first reported a position in AGG in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.23M in Q2 2026. 631 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Aspect Partners held 61,050 shares of iShares Core US Aggregate Bond ETF worth $5.77M as of Q3 2026.
Aspect Partners sold 1,870 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $182K.
iShares Core US Aggregate Bond ETF made up 2.18% of Aspect Partners's portfolio in Q3 2026, its #14 holding.
Aspect Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares Core US Aggregate Bond ETF position peaked at $6.23M in Q2 2026.
631 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.