Eclectic Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Eclectic Associates’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	$2.68M	Buy	28,296 +826	+3%	+$80.2K	0.3%	53
2026 Q2	$2.72M	Buy	27,470 +3,742	+16%	+$370K	0.31%	49
2026 Q1	$2.36M	Buy	23,728 +12,931	+120%	+$1.29M	0.31%	54
2025 Q4	$1.08M	Buy	+10,797	New	+$1.08M	0.17%	71

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

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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Eclectic Associates's AGG Position: Q3 2026 in Review

Eclectic Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q3 2026, buying an estimated $80.2K and bringing the position to 28,296 shares worth $2.68M. The position accounts for 0.3% of the portfolio, ranked #53.

Eclectic Associates first reported a position in AGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.72M in Q2 2026. 557 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Eclectic Associates held 28,296 shares of iShares Core US Aggregate Bond ETF worth $2.68M as of Q3 2026.
Eclectic Associates bought 826 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $80.2K.
iShares Core US Aggregate Bond ETF made up 0.3% of Eclectic Associates's portfolio in Q3 2026, its #53 holding.
Eclectic Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Eclectic Associates's iShares Core US Aggregate Bond ETF position peaked at $2.72M in Q2 2026.
557 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.