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Financial Designs’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Designs’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 		$28.2M Buy
298,782
+10,455
+4% +$1.02M 14.54% 2
2026
Q2 		$28.5M Buy
288,327
+15,298
+6% +$1.51M 15.3% 2
2026
Q1 		$27.1M Buy
273,029
+679
+0.2% +$67.9K 15.09% 2
2025
Q4 		$27.2M Buy
272,350
+23,060
+9% +$2.31M 15.41% 2
2025
Q3 		$25.1M Buy
249,290
+10,576
+4% +$1.05M 14.51% 2
2025
Q2 		$23.7M Sell
238,714
-1,138
-0.5% -$112K 14.52% 2
2025
Q1 		$23.7M Sell
239,852
-2,197
-0.9% -$215K 16.52% 2
2024
Q4 		$23.5M Buy
242,049
+355
+0.1% +$35K 15.45% 2
2024
Q3 		$24.5M Buy
241,694
+3,661
+2% +$365K 15.8% 2
2024
Q2 		$23.1M Buy
238,033
+347
+0.1% +$33.5K 15.88% 2
2024
Q1 		$23.3M Sell
237,686
-13,569
-5% -$1.33M 15.34% 2
2023
Q4 		$24.9M Buy
251,255
+246,366
+5,039% +$23.4M 20.39% 2
2023
Q3 		$460K Buy
+4,889
New +$471K 0.35% 15

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Financial Designs's AGG Position: Q3 2026 in Review

Financial Designs increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.6% in Q3 2026, buying an estimated $1.02M and bringing the position to 298,782 shares worth $28.2M. The position accounts for 14.54% of the portfolio, ranked #2.

Financial Designs first reported a position in AGG in Q3 2023 and has held it in 13 quarters since. The position peaked at $28.5M in Q2 2026. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Financial Designs held 298,782 shares of iShares Core US Aggregate Bond ETF worth $28.2M as of Q3 2026.
  • Financial Designs bought 10,455 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.02M.
  • iShares Core US Aggregate Bond ETF made up 14.54% of Financial Designs's portfolio in Q3 2026, its #2 holding.
  • Financial Designs first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Financial Designs's iShares Core US Aggregate Bond ETF position peaked at $28.5M in Q2 2026.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.