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

Catalyst Capital 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	$14M	Buy	147,733 +5,701	+4%	+$554K	0.23%	51
2026 Q2	$14.1M	Buy	142,032 +10,506	+8%	+$1.04M	0.23%	50
2026 Q1	$13.1M	Buy	131,526 +13,030	+11%	+$1.3M	0.24%	51
2025 Q4	$11.8M	Sell	118,496 -3,443	-3%	-$345K	0.24%	51
2025 Q3	$12.2M	Sell	121,939 -8,146	-6%	-$808K	0.25%	51
2025 Q2	$12.9M	Buy	130,085 +4,916	+4%	+$482K	0.26%	49
2025 Q1	$12.4M	Buy	125,169 +42,021	+51%	+$4.11M	0.25%	51
2024 Q4	$8.06M	Buy	83,148 +5,223	+7%	+$514K	0.17%	55
2024 Q3	$7.89M	Sell	77,925 -3,121	-4%	-$311K	0.18%	54
2024 Q2	$7.87M	Buy	81,046 +8,218	+11%	+$793K	0.18%	53
2024 Q1	$7.13M	Buy	+72,828	New	+$7.13M	0.17%	56
2018 Q3	–	Sell	-1,500	Closed	-$159K	–	442
2018 Q2	$159K	Hold	1,500	–	–	0.01%	249
2018 Q1	$161K	Sell	1,500 -1,975	-57%	-$212K	0.01%	262
2017 Q4	$380K	Buy	+3,475	New	+$380K	0.01%	198
2014 Q2	–	Sell	-23,000	Closed	-$2.48M	–	342
2014 Q1	$2.48M	Buy	+23,000	New	+$2.47M	0.56%	71

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Catalyst Capital Advisors's AGG Position: Q3 2026 in Review

Catalyst Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4% in Q3 2026, buying an estimated $554K and bringing the position to 147,733 shares worth $14M. The position accounts for 0.23% of the portfolio, ranked #51.

Catalyst Capital Advisors first reported a position in AGG in Q1 2014 and has held it in 15 quarters since. The position peaked at $14.1M in Q2 2026. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Catalyst Capital Advisors held 147,733 shares of iShares Core US Aggregate Bond ETF worth $14M as of Q3 2026.
Catalyst Capital Advisors bought 5,701 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $554K.
iShares Core US Aggregate Bond ETF made up 0.23% of Catalyst Capital Advisors's portfolio in Q3 2026, its #51 holding.
Catalyst Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 15 quarters since.
Catalyst Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $14.1M in Q2 2026.
1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Catalyst Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.