Granite FO LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Granite FO LLC’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	$110K	Buy	1,163 +260	+29%	+$25.3K	0.06%	57
2026 Q2	$89.4K	Hold	903	–	–	0.05%	66
2026 Q1	$89.7K	Hold	903	–	–	0.05%	62
2025 Q4	$90.2K	Hold	903	–	–	0.05%	68
2025 Q3	$90.6K	Hold	903	–	–	0.05%	70
2025 Q2	$89.6K	Buy	903 +3	+0.3%	+$294	0.05%	71
2025 Q1	$89.1K	Buy	900 +5	+0.6%	+$489	0.05%	69
2024 Q4	$86.7K	Buy	895 +12	+1%	+$1.18K	0.05%	68
2024 Q3	$89.5K	Buy	+883	New	+$88.1K	0.05%	70
2024 Q2	–	Sell	-881	Closed	-$88.6K	–	55
2024 Q1	$88.6K	Buy	881 +19	+2%	+$1.86K	0.05%	71
2023 Q4	$85.6K	Buy	862 +10	+1%	+$952	0.06%	79
2023 Q3	$80.2K	Buy	852 +6	+0.7%	+$578	0.06%	79
2023 Q2	$82.8K	Buy	846 +5	+0.6%	+$494	0.06%	87
2023 Q1	$84.1K	Buy	841 +10	+1%	+$988	0.05%	127
2022 Q4	$81.7K	Buy	+831	New	+$80.4K	0.06%	82

Other funds holding AGG

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

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Granite FO LLC's AGG Position: Q3 2026 in Review

Granite FO LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q3 2026, buying an estimated $25.3K and bringing the position to 1,163 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #57.

Granite FO LLC first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. 955 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Granite FO LLC held 1,163 shares of iShares Core US Aggregate Bond ETF worth $110K as of Q3 2026.
Granite FO LLC bought 260 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $25.3K.
iShares Core US Aggregate Bond ETF made up 0.06% of Granite FO LLC's portfolio in Q3 2026, its #57 holding.
Granite FO LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
955 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.