Destiny Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Destiny Capital’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	$6.01M	Sell	63,565 -965	-1%	-$93.8K	2.83%	8
2026 Q2	$6.39M	Sell	64,530 -8,552	-12%	-$846K	2.97%	8
2026 Q1	$7.25M	Sell	73,082 -5,355	-7%	-$536K	3.87%	7
2025 Q4	$7.83M	Buy	78,437 +1,525	+2%	+$153K	4.03%	7
2025 Q3	$7.71M	Buy	76,912 +2,765	+4%	+$274K	4.2%	7
2025 Q2	$7.36M	Buy	74,147 +1,205	+2%	+$118K	4.44%	8
2025 Q1	$7.22M	Sell	72,942 -25,322	-26%	-$2.48M	4.92%	8
2024 Q4	$9.5M	Buy	98,264 +1,075	+1%	+$106K	5.78%	5
2024 Q3	$9.5M	Buy	97,189 +14,632	+18%	+$1.46M	5.91%	5
2024 Q2	$8.01M	Buy	82,557 +13,778	+20%	+$1.33M	5.48%	6
2024 Q1	$6.74M	Buy	68,779 +8,211	+14%	+$804K	4.7%	8
2023 Q4	$6.01M	Buy	+60,568	New	+$5.76M	4.2%	8
2023 Q2	$956K	Buy	9,757 +6,630	+212%	+$655K	0.74%	20
2023 Q1	$312K	Buy	+3,127	New	+$309K	0.25%	37

Other funds holding AGG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Destiny Capital's AGG Position: Q3 2026 in Review

Destiny Capital reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q3 2026, selling an estimated $93.8K and leaving 63,565 shares worth $6.01M. The position accounts for 2.83% of the portfolio, ranked #8.

Destiny Capital first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.5M in Q3 2024. 1,130 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Destiny Capital held 63,565 shares of iShares Core US Aggregate Bond ETF worth $6.01M as of Q3 2026.
Destiny Capital sold 965 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $93.8K.
iShares Core US Aggregate Bond ETF made up 2.83% of Destiny Capital's portfolio in Q3 2026, its #8 holding.
Destiny Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Destiny Capital's iShares Core US Aggregate Bond ETF position peaked at $9.5M in Q3 2024.
1,130 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Destiny Capital's 13F filing for Q3 2026, filed 3 Nov 2026.