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GAMMA Investing’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

GAMMA Investing’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 		$287K Sell
3,032
-533
-15% -$51.8K 0.01% 1063
2026
Q2 		$353K Buy
3,565
+3,239
+994% +$320K 0.01% 854
2026
Q1 		$32.4K Sell
326
-36
-10% -$3.6K ﹤0.01% 2458
2025
Q4 		$36.2K Sell
362
-162
-31% -$16.3K ﹤0.01% 2285
2025
Q3 		$52.5K Buy
524
+438
+509% +$43.5K ﹤0.01% 1957
2025
Q2 		$8.53K Hold
86
– – ﹤0.01% 2888
2025
Q1 		$8.51K Buy
+86
New +$8.41K ﹤0.01% 2829

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

GAMMA Investing's AGG Position: Q3 2026 in Review

GAMMA Investing reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q3 2026, selling an estimated $51.8K and leaving 3,032 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1063.

GAMMA Investing first reported a position in AGG in Q1 2025 and has held it in 7 quarters since. The position peaked at $353K in Q2 2026. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • GAMMA Investing held 3,032 shares of iShares Core US Aggregate Bond ETF worth $287K as of Q3 2026.
  • GAMMA Investing sold 533 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $51.8K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1063 holding.
  • GAMMA Investing first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • GAMMA Investing's iShares Core US Aggregate Bond ETF position peaked at $353K in Q2 2026.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.