Dala Group
AGG icon

Dala Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dala Group’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 		– Sell
-8,335
Closed -$825K – 72
2026
Q2 		$825K Sell
8,335
-187
-2% -$18.5K 0.68% 28
2026
Q1 		$846K Buy
8,522
+117
+1% +$11.7K 0.71% 29
2025
Q4 		$839K Buy
+8,405
New +$843K 0.73% 32

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Dala Group's AGG Position: Q3 2026 in Review

Dala Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 8,335 shares — an estimated $825K sold.

Dala Group first reported a position in AGG in Q4 2025 and held it in 3 quarters. The position peaked at $846K in Q1 2026. 955 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Dala Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Dala Group sold 8,335 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $825K.
  • Dala Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 3 quarters.
  • Dala Group's iShares Core US Aggregate Bond ETF position peaked at $846K in Q1 2026.
  • 955 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.