Bond & Devick Financial Network
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Bond & Devick Financial Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bond & Devick Financial Network’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 		$1.02M Buy
10,798
+3,081
+40% +$299K 0.25% 62
2026
Q2 		$764K Buy
7,717
+55
+0.7% +$5.44K 0.19% 78
2026
Q1 		$761K Sell
7,662
-870
-10% -$87K 0.21% 74
2025
Q4 		$852K Sell
8,532
-1,317
-13% -$132K 0.24% 63
2025
Q3 		$987K Buy
9,849
+228
+2% +$22.6K 0.3% 53
2025
Q2 		$954K Buy
9,621
+3,546
+58% +$347K 0.32% 51
2025
Q1 		$601K Buy
6,075
+832
+16% +$81.3K 0.22% 68
2024
Q4 		$531K Hold
5,243
– – 0.23% 80
2024
Q3 		$531K Buy
5,243
+275
+6% +$27.4K 0.23% 80
2024
Q2 		$482K Hold
4,968
– – 0.26% 83
2024
Q1 		$487K Hold
4,968
– – 0.26% 77
2023
Q4 		$493K Buy
4,968
+21
+0.4% +$2K 0.28% 71
2023
Q3 		$465K Buy
4,947
+663
+15% +$63.9K 0.3% 65
2023
Q2 		$420K Buy
4,284
+546
+15% +$54K 0.26% 75
2023
Q1 		$372K Buy
3,738
+656
+21% +$64.8K 0.24% 84
2022
Q4 		$299K Buy
+3,082
New +$298K 0.21% 94
2022
Q1 		– Sell
-2,700
Closed -$308K – 108
2021
Q4 		$308K Buy
2,700
+2
+0.1% +$229 0.23% 89
2021
Q3 		$310K Buy
2,698
+92
+4% +$10.7K 0.26% 85
2021
Q2 		$301K Buy
+2,606
New +$299K 0.25% 83

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Bond & Devick Financial Network's AGG Position: Q3 2026 in Review

Bond & Devick Financial Network increased its iShares Core US Aggregate Bond ETF (AGG) stake by 40% in Q3 2026, buying an estimated $299K and bringing the position to 10,798 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #62.

Bond & Devick Financial Network first reported a position in AGG in Q2 2021 and has held it in 19 quarters since. 1,221 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Bond & Devick Financial Network held 10,798 shares of iShares Core US Aggregate Bond ETF worth $1.02M as of Q3 2026.
  • Bond & Devick Financial Network bought 3,081 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $299K.
  • iShares Core US Aggregate Bond ETF made up 0.25% of Bond & Devick Financial Network's portfolio in Q3 2026, its #62 holding.
  • Bond & Devick Financial Network first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • 1,221 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.