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CX Institutional’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CX Institutional’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 		$5.56M Sell
58,821
-27,905
-32% -$2.71M 0.15% 154
2026
Q2 		$8.58M Buy
86,726
+24,198
+39% +$2.39M 0.25% 95
2026
Q1 		$6.21M Sell
62,528
-41,142
-40% -$4.12M 0.19% 128
2025
Q4 		$10.4M Sell
103,670
-53,821
-34% -$5.4M 0.31% 73
2025
Q3 		$15.8M Buy
157,491
+105,924
+205% +$10.5M 0.48% 43
2025
Q2 		$5.12M Sell
51,567
-21,612
-30% -$2.12M 0.18% 135
2025
Q1 		$7.24M Buy
73,179
+50,449
+222% +$4.93M 0.27% 85
2024
Q4 		$2.2M Buy
22,730
+4,033
+22% +$397K 0.09% 169
2024
Q3 		$1.89M Sell
18,697
-181
-1% -$18.1K 0.08% 202
2024
Q2 		$1.83M Sell
18,878
-677
-3% -$65.4K 0.09% 201
2024
Q1 		$1.91M Sell
19,555
-6,581
-25% -$644K 0.09% 198
2023
Q4 		$2.59M Buy
+26,136
New +$2.49M 0.14% 180
2023
Q2 		– Sell
-5,386
Closed -$537K – 508
2023
Q1 		$537K Buy
5,386
+1,819
+51% +$180K 0.03% 344
2022
Q4 		$346K Sell
3,567
-955
-21% -$92.4K 0.02% 413
2022
Q3 		$436K Sell
4,522
-17,330
-79% -$1.75M 0.03% 352
2022
Q2 		$2.22M Sell
21,852
-24,250
-53% -$2.49M 0.17% 155
2022
Q1 		$4.94M Sell
46,102
-716
-2% -$78.8K 0.4% 64
2021
Q4 		$5.34M Buy
46,818
+1,947
+4% +$223K 0.42% 67
2021
Q3 		$5.15M Buy
44,871
+13,592
+43% +$1.58M 0.42% 64
2021
Q2 		$3.61M Sell
31,279
-2,487
-7% -$285K 0.3% 94
2021
Q1 		$3.84M Sell
33,766
-795
-2% -$92.1K 0.34% 88
2020
Q4 		$4.08M Sell
34,561
-5,926
-15% -$698K 0.39% 64
2020
Q3 		$4.78M Buy
40,487
+5,208
+15% +$618K 0.52% 53
2020
Q2 		$4.16M Buy
35,279
+3,748
+12% +$439K 0.55% 39
2020
Q1 		$3.64M Buy
31,531
+18,227
+137% +$2.08M 0.59% 37
2019
Q4 		$1.5M Sell
13,304
-117
-0.9% -$13.2K 0.26% 83
2019
Q3 		$1.52M Sell
13,421
-660
-5% -$74.2K 0.25% 98
2019
Q2 		$1.57M Sell
14,081
-28,758
-67% -$3.14M 0.25% 90
2019
Q1 		$4.67M Buy
42,839
+19,392
+83% +$2.08M 0.82% 36
2018
Q4 		$2.5M Buy
23,447
+11,411
+95% +$1.2M 0.53% 43
2018
Q3 		$1.27M Sell
12,036
-7,280
-38% -$772K 0.42% 76
2018
Q2 		$2.05M Buy
+19,316
New +$2.05M 0.76% 45

Other funds holding AGG

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional's AGG Position: Q3 2026 in Review

CX Institutional reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 32% in Q3 2026, selling an estimated $2.71M and leaving 58,821 shares worth $5.56M. The position accounts for 0.15% of the portfolio, ranked #154.

CX Institutional first reported a position in AGG in Q2 2018 and has held it in 32 quarters since. The position peaked at $15.8M in Q3 2025. 12 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • CX Institutional held 58,821 shares of iShares Core US Aggregate Bond ETF worth $5.56M as of Q3 2026.
  • CX Institutional sold 27,905 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $2.71M.
  • iShares Core US Aggregate Bond ETF made up 0.15% of CX Institutional's portfolio in Q3 2026, its #154 holding.
  • CX Institutional first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • CX Institutional's iShares Core US Aggregate Bond ETF position peaked at $15.8M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.