Balance Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Balance Wealth’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	$238K	Buy	+2,517	New	+$245K	0.06%	139

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Balance Wealth's AGG Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 2,517 shares worth $238K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

1,476 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Balance Wealth held 2,517 shares of iShares Core US Aggregate Bond ETF worth $238K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Balance Wealth position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.06% of Balance Wealth's portfolio in Q3 2026, its #139 holding.
1,476 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.