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

Flagship Wealth Advisors’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	$141K	Hold	1,496	–	–	0.03%	175
2026 Q2	$148K	Hold	1,496	–	–	0.03%	174
2026 Q1	$148K	Hold	1,496	–	–	0.06%	124
2025 Q4	$149K	Hold	1,496	–	–	0.04%	137
2025 Q3	$150K	Hold	1,496	–	–	0.05%	138
2025 Q2	$148K	Buy	+1,496	New	+$147K	0.06%	134
2025 Q1	–	Sell	-1,671	Closed	-$162K	–	380
2024 Q4	$162K	Buy	+1,671	New	+$165K	0.1%	106

Other funds holding AGG

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Flagship Wealth Advisors's AGG Position: Q3 2026 in Review

Flagship Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 1,496 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #175.

Flagship Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $162K in Q4 2024. 1,099 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Flagship Wealth Advisors held 1,496 shares of iShares Core US Aggregate Bond ETF worth $141K as of Q3 2026.
Flagship Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.03% of Flagship Wealth Advisors's portfolio in Q3 2026, its #175 holding.
Flagship Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $162K in Q4 2024.
1,099 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.