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

EdgeRock 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	$227K	Buy	+2,396	New	+$233K	0.05%	145
2026 Q1	–	Sell	-4,078	Closed	-$407K	–	127
2025 Q4	$407K	Hold	4,078	–	–	0.11%	82
2025 Q3	$409K	Buy	+4,078	New	+$405K	0.11%	77
2022 Q4	–	Sell	-40	Closed	-$4K	–	70
2022 Q3	$4K	Buy	+40	New	+$4.04K	﹤0.01%	250

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

EdgeRock Capital's AGG Position: Q3 2026 in Review

EdgeRock Capital opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 2,396 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: EdgeRock Capital previously reported a position in AGG as recently as Q4 2025.

EdgeRock Capital first reported a position in AGG in Q3 2022 and has held it in 4 quarters since. The position peaked at $409K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

EdgeRock Capital held 2,396 shares of iShares Core US Aggregate Bond ETF worth $227K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new EdgeRock Capital position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.05% of EdgeRock Capital's portfolio in Q3 2026, its #145 holding.
EdgeRock Capital first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 4 quarters since.
EdgeRock Capital's iShares Core US Aggregate Bond ETF position peaked at $409K in Q3 2025.
1,476 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

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