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City Center Advisors LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

City Center Advisors LLC’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 		$1.23M Buy
13,048
+1,674
+15% +$163K 0.94% 18
2026
Q2 		$1.13M Sell
11,374
-172
-1% -$17K 0.91% 20
2026
Q1 		$1.15M Buy
11,546
+3,936
+52% +$394K 1.06% 17
2025
Q4 		$760K Buy
7,610
+2,092
+38% +$210K 0.7% 33
2025
Q3 		$553K Buy
5,518
+1,030
+23% +$102K 0.54% 54
2025
Q2 		$445K Buy
4,488
+276
+7% +$27K 0.48% 66
2025
Q1 		$417K Buy
4,212
+646
+18% +$63.2K 0.49% 69
2024
Q4 		$346K Sell
3,566
-44
-1% -$4.33K 0.39% 92
2024
Q3 		$366K Buy
3,610
+1,067
+42% +$106K 0.41% 87
2024
Q2 		$249K Hold
2,543
– – 0.29% 142
2024
Q1 		$249K Buy
+2,543
New +$249K 0.29% 142

Other funds holding AGG

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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

City Center Advisors LLC's AGG Position: Q3 2026 in Review

City Center Advisors LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q3 2026, buying an estimated $163K and bringing the position to 13,048 shares worth $1.23M. The position accounts for 0.94% of the portfolio, ranked #18.

City Center Advisors LLC first reported a position in AGG in Q1 2024 and has held it in 11 quarters since. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • City Center Advisors LLC held 13,048 shares of iShares Core US Aggregate Bond ETF worth $1.23M as of Q3 2026.
  • City Center Advisors LLC bought 1,674 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $163K.
  • iShares Core US Aggregate Bond ETF made up 0.94% of City Center Advisors LLC's portfolio in Q3 2026, its #18 holding.
  • City Center Advisors LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.