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

Catalyst Financial Partners’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	$29.6M	Buy	313,477 +15,742	+5%	+$1.53M	2.78%	7
2026 Q2	$29.5M	Buy	297,735 +23,737	+9%	+$2.35M	2.92%	8
2026 Q1	$27.2M	Buy	273,998 +22,540	+9%	+$2.26M	3.21%	7
2025 Q4	$25.1M	Buy	251,458 +24,976	+11%	+$2.51M	2.8%	8
2025 Q3	$22.7M	Sell	226,482 -6,842	-3%	-$679K	2.74%	9
2025 Q2	$23.1M	Buy	233,324 +35,003	+18%	+$3.43M	2.53%	6
2025 Q1	$19.6M	Buy	198,321 +9,177	+5%	+$897K	3.61%	6
2024 Q4	$18.3M	Buy	189,144 +4,299	+2%	+$423K	3.45%	6
2024 Q3	$18.7M	Buy	184,845 +11,121	+6%	+$1.11M	3.66%	6
2024 Q2	$16.9M	Buy	173,724 +23,318	+16%	+$2.25M	3.71%	7
2024 Q1	$14.4M	Buy	150,406 +18,903	+14%	+$1.85M	3.7%	6
2023 Q4	$13.1M	Buy	131,503 +15,445	+13%	+$1.47M	3.69%	6
2023 Q3	$10.9M	Buy	116,058 +12,333	+12%	+$1.19M	3.52%	7
2023 Q2	$10.2M	Buy	103,725 +18,545	+22%	+$1.83M	3.62%	7
2023 Q1	$8.49M	Buy	85,180 +22,963	+37%	+$2.27M	3.63%	7
2022 Q4	$6.03M	Buy	+62,217	New	+$6.02M	3.1%	7

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Catalyst Financial Partners's AGG Position: Q3 2026 in Review

Catalyst Financial Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q3 2026, buying an estimated $1.53M and bringing the position to 313,477 shares worth $29.6M. The position accounts for 2.78% of the portfolio, ranked #7.

Catalyst Financial Partners first reported a position in AGG in Q4 2022 and has held it in 16 quarters since. 1,291 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Catalyst Financial Partners held 313,477 shares of iShares Core US Aggregate Bond ETF worth $29.6M as of Q3 2026.
Catalyst Financial Partners bought 15,742 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.53M.
iShares Core US Aggregate Bond ETF made up 2.78% of Catalyst Financial Partners's portfolio in Q3 2026, its #7 holding.
Catalyst Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.