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Chapin Davis’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Chapin Davis’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 		$492K Buy
5,207
+266
+5% +$25.8K 0.09% 145
2026
Q2 		$489K Sell
4,941
-64
-1% -$6.33K 0.09% 150
2026
Q1 		$497K Buy
5,005
+94
+2% +$9.4K 0.11% 158
2025
Q4 		$491K Sell
4,911
-77
-2% -$7.73K 0.12% 148
2025
Q3 		$500K Buy
4,988
+140
+3% +$13.9K 0.12% 150
2025
Q2 		$481K Buy
4,848
+7
+0.1% +$686 0.13% 140
2025
Q1 		$479K Buy
4,841
+169
+4% +$16.5K 0.16% 125
2024
Q4 		$473K Hold
4,672
– – 0.15% 132
2024
Q3 		$473K Buy
4,672
+82
+2% +$8.18K 0.15% 133
2024
Q2 		$446K Buy
4,590
+4
+0.1% +$386 0.15% 135
2024
Q1 		$449K Buy
4,586
+72
+2% +$7.05K 0.16% 139
2023
Q4 		$448K Hold
4,514
– – 0.19% 125
2023
Q3 		$424K Buy
4,514
+60
+1% +$5.78K 0.2% 122
2023
Q2 		$436K Buy
4,454
+105
+2% +$10.4K 0.21% 124
2023
Q1 		$433K Buy
4,349
+1,173
+37% +$116K 0.22% 118
2022
Q4 		$308K Buy
+3,176
New +$307K 0.18% 135

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Chapin Davis's AGG Position: Q3 2026 in Review

Chapin Davis increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.4% in Q3 2026, buying an estimated $25.8K and bringing the position to 5,207 shares worth $492K. The position accounts for 0.09% of the portfolio, ranked #145.

Chapin Davis first reported a position in AGG in Q4 2022 and has held it in 16 quarters since. The position peaked at $500K in Q3 2025. 262 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Chapin Davis held 5,207 shares of iShares Core US Aggregate Bond ETF worth $492K as of Q3 2026.
  • Chapin Davis bought 266 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $25.8K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Chapin Davis's portfolio in Q3 2026, its #145 holding.
  • Chapin Davis first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's iShares Core US Aggregate Bond ETF position peaked at $500K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.