Cedar Mountain Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cedar Mountain 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	$7.11M	Buy	75,188 +1,269	+2%	+$123K	1.2%	19
2026 Q2	$7.32M	Buy	73,919 +264	+0.4%	+$26.1K	1.26%	17
2026 Q1	$7.31M	Buy	73,655 +309	+0.4%	+$30.9K	1.43%	17
2025 Q4	$7.33M	Buy	73,346 +801	+1%	+$80.4K	1.41%	15
2025 Q3	$7.27M	Sell	72,545 -424	-0.6%	-$42.1K	1.42%	17
2025 Q2	$7.24M	Sell	72,969 -2,733	-4%	-$268K	1.5%	17
2025 Q1	$7.49M	Buy	75,702 +1,397	+2%	+$137K	1.68%	17
2024 Q4	$7.2M	Sell	74,305 -16	-0%	-$1.58K	1.58%	17
2024 Q3	$7.53M	Buy	+74,321	New	+$7.41M	1.7%	17
2020 Q1	–	Sell	-151	Closed	-$17K	–	237
2019 Q4	$17K	Buy	+151	New	+$17K	0.01%	116

Other funds holding AGG

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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Cedar Mountain Advisors's AGG Position: Q3 2026 in Review

Cedar Mountain Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.7% in Q3 2026, buying an estimated $123K and bringing the position to 75,188 shares worth $7.11M. The position accounts for 1.2% of the portfolio, ranked #19.

Cedar Mountain Advisors first reported a position in AGG in Q4 2019 and has held it in 10 quarters since. The position peaked at $7.53M in Q3 2024. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Cedar Mountain Advisors held 75,188 shares of iShares Core US Aggregate Bond ETF worth $7.11M as of Q3 2026.
Cedar Mountain Advisors bought 1,269 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $123K.
iShares Core US Aggregate Bond ETF made up 1.2% of Cedar Mountain Advisors's portfolio in Q3 2026, its #19 holding.
Cedar Mountain Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 10 quarters since.
Cedar Mountain Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.53M in Q3 2024.
684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.