Gridiron Partners
AGG icon

Gridiron Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gridiron Partners’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 		$51.2M Buy
542,021
+18,046
+3% +$1.75M 25.69% 1
2026
Q2 		$51.7M Buy
523,975
+56,314
+12% +$5.57M 27.13% 1
2026
Q1 		$46.3M Sell
467,661
-10,153
-2% -$1.02M 28.27% 1
2025
Q4 		$47.7M Buy
477,814
+2,567
+0.5% +$258K 27.19% 1
2025
Q3 		$47.6M Buy
475,247
+49,622
+12% +$4.92M 27.07% 1
2025
Q2 		$42.2M Buy
425,625
+19,088
+5% +$1.87M 26.2% 1
2025
Q1 		$40.2M Hold
406,537
– – 25.73% 1
2024
Q4 		$39.4M Hold
406,537
– – 24.95% 1
2024
Q3 		$41.2M Buy
406,537
+5,000
+1% +$499K 24.93% 1
2024
Q2 		$39M Buy
401,537
+3,046
+0.8% +$294K 24.82% 1
2024
Q1 		$39M Buy
398,491
+110,799
+39% +$10.8M 24.88% 1
2023
Q4 		$28.6M Buy
+287,692
New +$27.4M 20.15% 1

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Gridiron Partners's AGG Position: Q3 2026 in Review

Gridiron Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q3 2026, buying an estimated $1.75M and bringing the position to 542,021 shares worth $51.2M. The position accounts for 25.69% of the portfolio, ranked #1.

Gridiron Partners first reported a position in AGG in Q4 2023 and has held it in 12 quarters since. The position peaked at $51.7M in Q2 2026. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Gridiron Partners held 542,021 shares of iShares Core US Aggregate Bond ETF worth $51.2M as of Q3 2026.
  • Gridiron Partners bought 18,046 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.75M.
  • iShares Core US Aggregate Bond ETF made up 25.69% of Gridiron Partners's portfolio in Q3 2026, its #1 holding.
  • Gridiron Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Gridiron Partners's iShares Core US Aggregate Bond ETF position peaked at $51.7M in Q2 2026.
  • 684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.