EPIQ Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

EPIQ Partners’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	$4.8M	Sell	50,753 -18,217	-26%	-$1.77M	2.07%	14
2026 Q2	$6.83M	Sell	68,970 -3,789	-5%	-$375K	2.9%	10
2026 Q1	$7.22M	Sell	72,759 -3,237	-4%	-$324K	3.37%	7
2025 Q4	$7.59M	Sell	75,996 -14,570	-16%	-$1.46M	3.54%	8
2025 Q3	$9.08M	Buy	90,566 +8,649	+11%	+$858K	4.29%	5
2025 Q2	$8.13M	Buy	81,917 +3,928	+5%	+$385K	4.14%	6
2025 Q1	$7.71M	Buy	77,989 +2,989	+4%	+$292K	4.07%	6
2024 Q4	$7.27M	Buy	75,000 +10,581	+16%	+$1.04M	3.93%	7
2024 Q3	$6.52M	Buy	64,419 +26,930	+72%	+$2.69M	3.61%	6
2024 Q2	$3.64M	Buy	37,489 +4,295	+13%	+$415K	2.46%	13
2024 Q1	$3.25M	Buy	33,194 +13,343	+67%	+$1.31M	2.16%	19
2023 Q4	$1.97M	Buy	+19,851	New	+$1.89M	1.41%	26

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

EPIQ Partners's AGG Position: Q3 2026 in Review

EPIQ Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q3 2026, selling an estimated $1.77M and leaving 50,753 shares worth $4.8M. The position accounts for 2.07% of the portfolio, ranked #14.

EPIQ Partners first reported a position in AGG in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.08M in Q3 2025. 921 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

EPIQ Partners held 50,753 shares of iShares Core US Aggregate Bond ETF worth $4.8M as of Q3 2026.
EPIQ Partners sold 18,217 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.77M.
iShares Core US Aggregate Bond ETF made up 2.07% of EPIQ Partners's portfolio in Q3 2026, its #14 holding.
EPIQ Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
EPIQ Partners's iShares Core US Aggregate Bond ETF position peaked at $9.08M in Q3 2025.
921 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.