Elyxium Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Elyxium Wealth’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	$169K	Buy	+1,785	New	+$173K	0.02%	331

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

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

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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

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

Elyxium Wealth's AGG Position: Q3 2026 in Review

Elyxium Wealth opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 1,785 shares worth $169K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings.

955 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Elyxium Wealth held 1,785 shares of iShares Core US Aggregate Bond ETF worth $169K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Elyxium Wealth position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.02% of Elyxium Wealth's portfolio in Q3 2026, its #331 holding.
955 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.