Caldwell Sutter Capital
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Caldwell Sutter Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Caldwell Sutter Capital’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 		$121K Buy
1,276
+15
+1% +$1.46K 0.05% 280
2026
Q2 		$125K Sell
1,261
-168
-12% -$16.6K 0.05% 278
2026
Q1 		$142K Hold
1,429
– – 0.06% 258
2025
Q4 		$143K Hold
1,429
– – 0.06% 250
2025
Q3 		$143K Buy
1,429
+4
+0.3% +$397 0.06% 248
2025
Q2 		$141K Hold
1,425
– – 0.06% 239
2025
Q1 		$141K Sell
1,425
-48
-3% -$4.69K 0.07% 238
2024
Q4 		$143K Sell
1,473
-23
-2% -$2.26K 0.07% 238
2024
Q3 		$152K Sell
1,496
-4
-0.3% -$399 0.07% 236
2024
Q2 		$146K Sell
1,500
-51
-3% -$4.92K 0.07% 233
2024
Q1 		$152K Buy
1,551
+87
+6% +$8.52K 0.07% 233
2023
Q4 		$145K Buy
1,464
+414
+39% +$39.4K 0.07% 228
2023
Q3 		$98.7K Buy
1,050
+150
+17% +$14.4K 0.05% 256
2023
Q2 		$88.2K Buy
900
+761
+547% +$75.2K 0.05% 265
2023
Q1 		$13.8K Buy
+139
New +$13.7K 0.01% 373

Other funds holding AGG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Caldwell Sutter Capital's AGG Position: Q3 2026 in Review

Caldwell Sutter Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q3 2026, buying an estimated $1.46K and bringing the position to 1,276 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #280.

Caldwell Sutter Capital first reported a position in AGG in Q1 2023 and has held it in 15 quarters since. The position peaked at $152K in Q1 2024. 1,663 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Caldwell Sutter Capital held 1,276 shares of iShares Core US Aggregate Bond ETF worth $121K as of Q3 2026.
  • Caldwell Sutter Capital bought 15 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.46K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Caldwell Sutter Capital's portfolio in Q3 2026, its #280 holding.
  • Caldwell Sutter Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's iShares Core US Aggregate Bond ETF position peaked at $152K in Q1 2024.
  • 1,663 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.