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

Financial Management Network’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	$299K	Sell	3,175 -489	-13%	-$47.5K	0.04%	169
2026 Q2	$360K	Buy	3,664 +499	+16%	+$49.4K	0.05%	158
2026 Q1	$315K	Buy	+3,165	New	+$317K	0.05%	157
2025 Q4	–	Sell	-2,091	Closed	-$209K	–	187
2025 Q3	$209K	Buy	+2,091	New	+$207K	0.03%	180
2022 Q1	–	Sell	-2,346	Closed	-$266K	–	116
2021 Q4	$266K	Sell	2,346 -978	-29%	-$112K	0.12%	109
2021 Q3	$382K	Sell	3,324 -1,498	-31%	-$174K	0.19%	89
2021 Q2	$556K	Sell	4,822 -2,366	-33%	-$271K	0.28%	73
2021 Q1	$822K	Sell	7,188 -929	-11%	-$108K	0.43%	49
2020 Q4	$953K	Buy	+8,117	New	+$956K	0.59%	38

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

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

Bank of New York Mellon New York $608B AUM 32.77% 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

Financial Management Network's AGG Position: Q3 2026 in Review

Financial Management Network reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q3 2026, selling an estimated $47.5K and leaving 3,175 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #169.

Financial Management Network first reported a position in AGG in Q4 2020 and has held it in 9 quarters since. The position peaked at $953K in Q4 2020. 1,291 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Financial Management Network held 3,175 shares of iShares Core US Aggregate Bond ETF worth $299K as of Q3 2026.
Financial Management Network sold 489 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $47.5K.
iShares Core US Aggregate Bond ETF made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #169 holding.
Financial Management Network first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 9 quarters since.
Financial Management Network's iShares Core US Aggregate Bond ETF position peaked at $953K in Q4 2020.
1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

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