Benchmark Financial
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Benchmark Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Benchmark Financial’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
-2,052
Closed -$203K – 61
2026
Q2 		$203K Sell
2,052
-109
-5% -$10.8K 0.17% 52
2026
Q1 		$214K Buy
+2,161
New +$216K 0.19% 48

Other funds holding AGG

US Bancorp
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Benchmark Financial's AGG Position: Q3 2026 in Review

Benchmark Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 2,052 shares — an estimated $203K sold.

Benchmark Financial first reported a position in AGG in Q1 2026 and held it in 2 quarters. The position peaked at $214K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Benchmark Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Benchmark Financial sold 2,052 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $203K.
  • Benchmark Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and held it in 2 quarters.
  • Benchmark Financial's iShares Core US Aggregate Bond ETF position peaked at $214K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.