Clune & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clune & Associates’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	$699K	Sell	7,397 -1,839	-20%	-$179K	0.11%	95
2026 Q2	$914K	Sell	9,236 -2,044	-18%	-$202K	0.14%	87
2026 Q1	$1.12M	Sell	11,280 -5,874	-34%	-$588K	0.21%	82
2025 Q4	$1.71M	Buy	17,154 +460	+3%	+$46.2K	0.37%	68
2025 Q3	$1.67M	Buy	16,694 +652	+4%	+$64.7K	0.42%	63
2025 Q2	$1.59M	Buy	16,042 +29	+0.2%	+$2.84K	0.44%	61
2025 Q1	$1.58M	Buy	16,013 +123	+0.8%	+$12K	0.49%	59
2024 Q4	$1.54M	Buy	+15,890	New	+$1.57M	0.51%	57

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

Clune & Associates's AGG Position: Q3 2026 in Review

Clune & Associates reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q3 2026, selling an estimated $179K and leaving 7,397 shares worth $699K. The position accounts for 0.11% of the portfolio, ranked #95.

Clune & Associates first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2025. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Clune & Associates held 7,397 shares of iShares Core US Aggregate Bond ETF worth $699K as of Q3 2026.
Clune & Associates sold 1,839 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $179K.
iShares Core US Aggregate Bond ETF made up 0.11% of Clune & Associates's portfolio in Q3 2026, its #95 holding.
Clune & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares Core US Aggregate Bond ETF position peaked at $1.71M in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.