David J. Yvars Group
AGG icon

David J. Yvars Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

David J. Yvars 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 		$318K Buy
3,368
+985
+41% +$95.7K 0.15% 68
2026
Q2 		$236K Buy
+2,383
New +$236K 0.11% 88

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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

David J. Yvars Group's AGG Position: Q3 2026 in Review

David J. Yvars Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 41% in Q3 2026, buying an estimated $95.7K and bringing the position to 3,368 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #68.

David J. Yvars Group first reported a position in AGG in Q2 2026 and has held it in 2 quarters since. 744 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • David J. Yvars Group held 3,368 shares of iShares Core US Aggregate Bond ETF worth $318K as of Q3 2026.
  • David J. Yvars Group bought 985 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $95.7K.
  • iShares Core US Aggregate Bond ETF made up 0.15% of David J. Yvars Group's portfolio in Q3 2026, its #68 holding.
  • David J. Yvars Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 744 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.