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

FORM 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	$78.6M	Sell	831,683 -3,087	-0.4%	-$300K	8.78%	4
2026 Q2	$82.6M	Buy	834,770 +328,333	+65%	+$32.5M	9.09%	4
2026 Q1	$50.3M	Sell	506,437 -271,833	-35%	-$27.2M	5.89%	5
2025 Q4	$77.7M	Buy	+778,270	New	+$78.1M	9.1%	4
2025 Q2	$81M	Sell	816,303 -113,402	-12%	-$11.1M	9.8%	4
2025 Q1	$92M	Buy	+929,705	New	+$90.9M	12.49%	3

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

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

FORM Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.37% in Q3 2026, selling an estimated $300K and leaving 831,683 shares worth $78.6M. The position accounts for 8.78% of the portfolio, ranked #4.

FORM Wealth Advisors first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $92M in Q1 2025. 1,382 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

FORM Wealth Advisors held 831,683 shares of iShares Core US Aggregate Bond ETF worth $78.6M as of Q3 2026.
FORM Wealth Advisors sold 3,087 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $300K.
iShares Core US Aggregate Bond ETF made up 8.78% of FORM Wealth Advisors's portfolio in Q3 2026, its #4 holding.
FORM Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $92M in Q1 2025.
1,382 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.