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

Boyd Wealth Management’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 		$1.16M Buy
12,283
+2,094
+21% +$203K 0.41% 26
2026
Q2 		$1.01M Sell
10,189
-4,007
-28% -$396K 0.38% 26
2026
Q1 		$1.41M Sell
14,196
-166
-1% -$16.6K 0.6% 23
2025
Q4 		$1.43M Sell
14,362
-5,726
-29% -$575K 0.61% 23
2025
Q3 		$2.01M Sell
20,088
-331,486
-94% -$32.9M 0.87% 19
2025
Q2 		$34.9M Sell
351,574
-12,969
-4% -$1.27M 15.1% 2
2025
Q1 		$36.1M Buy
364,543
+117,072
+47% +$11.4M 17.97% 1
2024
Q4 		$24M Buy
247,471
+98,067
+66% +$9.7M 11.82% 2
2024
Q3 		$15.1M Sell
149,404
-15,073
-9% -$1.5M 7.67% 4
2024
Q2 		$16M Sell
164,477
-32,624
-17% -$3.15M 8.81% 2
2024
Q1 		$19.3M Buy
197,101
+56,233
+40% +$5.5M 11.03% 2
2023
Q4 		$14M Buy
140,868
+8,017
+6% +$763K 8.69% 3
2023
Q3 		$12.5M Sell
132,851
-16,780
-11% -$1.62M 8.39% 4
2023
Q2 		$14.7M Sell
149,631
-16,225
-10% -$1.6M 8.9% 4
2023
Q1 		$16.5M Sell
165,856
-65,894
-28% -$6.51M 11.47% 1
2022
Q4 		$22.5M Buy
231,750
+12,494
+6% +$1.21M 16.5% 1
2022
Q3 		$21.1M Buy
219,256
+23,370
+12% +$2.36M 16.9% 1
2022
Q2 		$19.9M Buy
195,886
+37,704
+24% +$3.87M 16.27% 1
2022
Q1 		$16.9M Buy
158,182
+79,257
+100% +$8.72M 12.67% 1
2021
Q4 		$9M Buy
+78,925
New +$9.03M 6.54% 6

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Boyd Wealth Management's AGG Position: Q3 2026 in Review

Boyd Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q3 2026, buying an estimated $203K and bringing the position to 12,283 shares worth $1.16M. The position accounts for 0.41% of the portfolio, ranked #26.

Boyd Wealth Management first reported a position in AGG in Q4 2021 and has held it in 20 quarters since. The position peaked at $36.1M in Q1 2025. 622 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Boyd Wealth Management held 12,283 shares of iShares Core US Aggregate Bond ETF worth $1.16M as of Q3 2026.
  • Boyd Wealth Management bought 2,094 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $203K.
  • iShares Core US Aggregate Bond ETF made up 0.41% of Boyd Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Boyd Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Boyd Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $36.1M in Q1 2025.
  • 622 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.