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Ballew Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ballew Advisors’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
-2,103
Closed -$207K – 134
2026
Q2 		$207K Buy
+2,103
New +$208K 0.11% 121
2025
Q4 		– Sell
-2,536
Closed -$256K – 121
2025
Q3 		$256K Buy
2,536
+29
+1% +$2.88K 0.14% 106
2025
Q2 		$247K Sell
2,507
-26,145
-91% -$2.56M 0.15% 102
2025
Q1 		$2.78M Sell
28,652
-3,321
-10% -$325K 1.86% 10
2024
Q4 		$3.06M Sell
31,973
-484
-1% -$47.7K 1.96% 11
2024
Q3 		$3.23M Buy
32,457
+1,499
+5% +$150K 2.17% 8
2024
Q2 		$3.04M Sell
30,958
-1,223
-4% -$118K 2.01% 10
2024
Q1 		$3.08M Sell
32,181
-214
-0.7% -$20.9K 2.13% 10
2023
Q4 		$3.19M Sell
32,395
-5,262
-14% -$501K 2.39% 8
2023
Q3 		$3.5M Sell
37,657
-32
-0.1% -$3.08K 2.88% 8
2023
Q2 		$3.66M Buy
37,689
+81
+0.2% +$8.01K 2.64% 9
2023
Q1 		$3.7M Buy
37,608
+336
+0.9% +$33.2K 2.7% 9
2022
Q4 		$3.74M Buy
37,272
+201
+0.5% +$19.4K 2.86% 9
2022
Q3 		$3.53M Sell
37,071
-696
-2% -$70.4K 3.17% 7
2022
Q2 		$3.85M Buy
37,767
+1,063
+3% +$109K 3.51% 5
2022
Q1 		$3.85M Buy
36,704
+4,359
+13% +$480K 2.94% 8
2021
Q4 		$3.63M Sell
32,345
-358
-1% -$41K 2.53% 8
2021
Q3 		$3.73M Sell
32,703
-631
-2% -$73.1K 2.74% 6
2021
Q2 		$3.85M Sell
33,334
-30,262
-48% -$3.47M 2.67% 7
2021
Q1 		$7.25M Buy
63,596
+30,606
+93% +$3.54M 2.67% 8
2020
Q4 		$3.86M Buy
32,990
+251
+0.8% +$29.6K 2.97% 9
2020
Q3 		$3.85M Buy
32,739
+1,374
+4% +$163K 3.26% 8
2020
Q2 		$3.71M Buy
31,365
+16,641
+113% +$1.95M 3.64% 7
2020
Q1 		$1.7M Sell
14,724
-8,890
-38% -$1.01M 1.92% 15
2019
Q4 		$2.66M Buy
23,614
+160
+0.7% +$18K 2.28% 12
2019
Q3 		$2.66M Buy
23,454
+1,935
+9% +$218K 2.43% 11
2019
Q2 		$2.39M Buy
21,519
+92
+0.4% +$10.1K 2.17% 13
2019
Q1 		$2.32M Buy
21,427
+11
+0.1% +$1.18K 2.14% 14
2018
Q4 		$2.3M Buy
21,416
+5,398
+34% +$566K 2.16% 15
2018
Q3 		$1.68M Buy
16,018
+1,810
+13% +$192K 1.54% 18
2018
Q2 		$1.51M Buy
14,208
+6,638
+88% +$704K 1.7% 12
2018
Q1 		$812K Buy
7,570
+4,910
+185% +$527K 0.71% 37
2017
Q4 		$291K Buy
+2,660
New +$291K 0.29% 73

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

Ballew Advisors's AGG Position: Q3 2026 in Review

Ballew Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 2,103 shares — an estimated $207K sold.

Ballew Advisors first reported a position in AGG in Q4 2017 and held it in 33 quarters. The position peaked at $7.25M in Q1 2021. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Ballew Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Ballew Advisors sold 2,103 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $207K.
  • Ballew Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 33 quarters.
  • Ballew Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.25M in Q1 2021.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.