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Atwood & Palmer’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atwood & Palmer’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 		– Sell
-10
Closed -$990 – 497
2026
Q2 		$990 Hold
10
– – ﹤0.01% 455
2026
Q1 		$993 Buy
+10
New +$1K ﹤0.01% 475
2024
Q3 		– Sell
-44
Closed -$4.27K – 473
2024
Q2 		$4.27K Buy
+44
New +$4.25K ﹤0.01% 372
2017
Q3 		– Sell
-969
Closed -$106K – 298
2017
Q2 		$106K Hold
969
– – 0.02% 150
2017
Q1 		$105K Buy
969
+688
+245% +$74.4K 0.02% 146
2016
Q4 		$30K Hold
281
– – 0.01% 197
2016
Q3 		$32K Hold
281
– – 0.01% 193
2016
Q2 		$32K Sell
281
-300
-52% -$33.3K 0.01% 197
2016
Q1 		$64K Buy
+581
New +$63.6K 0.01% 165

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

Atwood & Palmer's AGG Position: Q3 2026 in Review

Atwood & Palmer sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 10 shares — an estimated $990 sold.

Atwood & Palmer first reported a position in AGG in Q1 2016 and held it in 9 quarters. The position peaked at $106K in Q2 2017. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Atwood & Palmer reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 10 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $990.
  • Atwood & Palmer first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and held it in 9 quarters.
  • Atwood & Palmer's iShares Core US Aggregate Bond ETF position peaked at $106K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.