Commonwealth Financial Services
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Commonwealth Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Commonwealth Financial Services’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 		$28.6M Sell
302,786
-104,820
-26% -$10.2M 5.12% 4
2026
Q2 		$40.3M Buy
+407,606
New +$40.3M 5.42% 3
2017
Q1 		$8K Sell
70
-484
-87% -$52.4K 0.01% 209
2016
Q4 		$60K Sell
554
-110,579
-100% -$12.1M 0.06% 78
2016
Q3 		$12.5M Sell
111,133
-23,925
-18% -$2.69M 11.76% 2
2016
Q2 		$15.2M Sell
135,058
-154,161
-53% -$17.1M 17.91% 2
2016
Q1 		$32.1M Buy
289,219
+285,709
+8,140% +$31.3M 47.51% 1
2015
Q4 		$379K Buy
3,510
+193
+6% +$21K 1.29% 22
2015
Q3 		$363K Buy
3,317
+562
+20% +$61.3K 0.42% 28
2015
Q2 		$300K Buy
2,755
+197
+8% +$21.7K 0.33% 39
2015
Q1 		$285K Sell
2,558
-40,083
-94% -$4.45M 0.25% 46
2014
Q4 		$4.7M Buy
+42,641
New +$4.69M 4.21% 5

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Commonwealth Financial Services's AGG Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q3 2026, selling an estimated $10.2M and leaving 302,786 shares worth $28.6M. The position accounts for 5.12% of the portfolio, ranked #4.

Commonwealth Financial Services first reported a position in AGG in Q4 2014 and has held it in 12 quarters since. The position peaked at $40.3M in Q2 2026. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Commonwealth Financial Services held 302,786 shares of iShares Core US Aggregate Bond ETF worth $28.6M as of Q3 2026.
  • Commonwealth Financial Services sold 104,820 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $10.2M.
  • iShares Core US Aggregate Bond ETF made up 5.12% of Commonwealth Financial Services's portfolio in Q3 2026, its #4 holding.
  • Commonwealth Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 12 quarters since.
  • Commonwealth Financial Services's iShares Core US Aggregate Bond ETF position peaked at $40.3M in Q2 2026.
  • 684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.