Echo45 Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Echo45 Advisors’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	$758K	Buy	8,020 +5,205	+185%	+$506K	0.35%	43
2026 Q2	$279K	Hold	2,815	–	–	0.14%	63
2026 Q1	$279K	Hold	2,815	–	–	0.16%	57
2025 Q4	$281K	Buy	+2,815	New	+$282K	0.16%	56
2023 Q1	–	Sell	-3,838	Closed	-$372K	–	53
2022 Q4	$372K	Buy	+3,838	New	+$371K	0.33%	28

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Echo45 Advisors's AGG Position: Q3 2026 in Review

Echo45 Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 185% in Q3 2026, buying an estimated $506K and bringing the position to 8,020 shares worth $758K. The position accounts for 0.35% of the portfolio, ranked #43.

Echo45 Advisors first reported a position in AGG in Q4 2022 and has held it in 5 quarters since. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Echo45 Advisors held 8,020 shares of iShares Core US Aggregate Bond ETF worth $758K as of Q3 2026.
Echo45 Advisors bought 5,205 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $506K.
iShares Core US Aggregate Bond ETF made up 0.35% of Echo45 Advisors's portfolio in Q3 2026, its #43 holding.
Echo45 Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 5 quarters since.
684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.