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

DecisionPoint Financial’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	$61.3K	Buy	+649	New	+$63.1K	0.01%	126
2024 Q2	–	Sell	-138	Closed	-$13.2K	–	241
2024 Q1	$13.2K	Buy	+138	New	+$13.5K	0.01%	148

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

DecisionPoint Financial's AGG Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 649 shares worth $61.3K. The stake represents 0.01% of the portfolio and ranks #126 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in AGG as recently as Q1 2024.

DecisionPoint Financial first reported a position in AGG in Q1 2024 and has held it in 2 quarters since. 803 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

DecisionPoint Financial held 649 shares of iShares Core US Aggregate Bond ETF worth $61.3K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new DecisionPoint Financial position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #126 holding.
DecisionPoint Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 2 quarters since.
803 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.