Cooksen Wealth
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Cooksen Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cooksen Wealth’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 		$2.92M Buy
30,897
+1,525
+5% +$148K 1.79% 17
2026
Q2 		$2.91M Buy
29,372
+890
+3% +$88.1K 1.83% 15
2026
Q1 		$2.83M Buy
28,482
+1,393
+5% +$139K 2.05% 15
2025
Q4 		$2.71M Buy
27,089
+824
+3% +$82.7K 1.98% 15
2025
Q3 		$2.63M Buy
26,265
+1,256
+5% +$125K 1.97% 16
2025
Q2 		$2.48M Buy
25,009
+1,667
+7% +$163K 1.99% 17
2025
Q1 		$2.29M Sell
23,342
-2,016
-8% -$197K 2.32% 16
2024
Q4 		$2.46M Buy
25,358
+1,882
+8% +$185K 2.26% 16
2024
Q3 		$2.38M Buy
23,476
+761
+3% +$75.9K 2.22% 17
2024
Q2 		$2.2M Sell
22,715
-627
-3% -$60.5K 2.22% 16
2024
Q1 		$2.29M Sell
23,342
-40
-0.2% -$3.92K 2.38% 16
2023
Q4 		$2.32M Buy
+23,382
New +$2.23M 2.64% 13

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Cooksen Wealth's AGG Position: Q3 2026 in Review

Cooksen Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.2% in Q3 2026, buying an estimated $148K and bringing the position to 30,897 shares worth $2.92M. The position accounts for 1.79% of the portfolio, ranked #17.

Cooksen Wealth first reported a position in AGG in Q4 2023 and has held it in 12 quarters since. 751 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Cooksen Wealth held 30,897 shares of iShares Core US Aggregate Bond ETF worth $2.92M as of Q3 2026.
  • Cooksen Wealth bought 1,525 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $148K.
  • iShares Core US Aggregate Bond ETF made up 1.79% of Cooksen Wealth's portfolio in Q3 2026, its #17 holding.
  • Cooksen Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.