Halter Ferguson Financial
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Halter Ferguson Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Halter Ferguson Financial’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 		– Sell
-18,298
Closed -$1.81M – 34
2026
Q2 		$1.81M Buy
18,298
+735
+4% +$72.7K 0.29% 19
2026
Q1 		$1.74M Hold
17,563
– – 0.38% 19
2025
Q4 		$1.75M Buy
17,563
+268
+2% +$26.9K 0.39% 18
2025
Q3 		$1.73M Buy
17,295
+334
+2% +$33.1K 0.4% 14
2025
Q2 		$1.68M Sell
16,961
-19
-0.1% -$1.86K 0.58% 14
2025
Q1 		$1.68M Buy
16,980
+213
+1% +$20.8K 0.86% 14
2024
Q4 		$1.62M Sell
16,767
-2,102
-11% -$207K 0.66% 17
2024
Q3 		$1.91M Buy
18,869
+115
+0.6% +$11.5K 1.02% 16
2024
Q2 		$1.82M Buy
18,754
+1,149
+7% +$111K 1.29% 14
2024
Q1 		$1.72M Buy
17,605
+460
+3% +$45K 1.34% 14
2023
Q4 		$1.7M Buy
+17,145
New +$1.63M 1.09% 15

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Halter Ferguson Financial's AGG Position: Q3 2026 in Review

Halter Ferguson Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 18,298 shares — an estimated $1.81M sold.

Halter Ferguson Financial first reported a position in AGG in Q4 2023 and held it in 11 quarters. The position peaked at $1.91M in Q3 2024. 1,382 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Halter Ferguson Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Halter Ferguson Financial sold 18,298 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.81M.
  • Halter Ferguson Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 11 quarters.
  • Halter Ferguson Financial's iShares Core US Aggregate Bond ETF position peaked at $1.91M in Q3 2024.
  • 1,382 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Halter Ferguson Financial's 13F filing for Q3 2026, filed 21 Oct 2026.