Helen Stephens Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Helen Stephens Group’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	$11.7M	Buy	123,830 +86,972	+236%	+$8.45M	1.87%	11
2026 Q2	$3.65M	Buy	36,858 +17,271	+88%	+$1.71M	0.62%	26
2026 Q1	$1.94M	Buy	19,587 +17,470	+825%	+$1.75M	0.39%	32
2025 Q4	$211K	Buy	+2,117	New	+$212K	0.04%	114
2024 Q2	–	Sell	-2,118	Closed	-$207K	–	84
2024 Q1	$207K	Buy	+2,118	New	+$207K	0.08%	72
2023 Q4	–	Sell	-2,136	Closed	-$201K	–	75
2023 Q3	$201K	Sell	2,136 -85	-4%	-$8.19K	0.1%	65
2023 Q2	$218K	Sell	2,221 -41	-2%	-$4.05K	0.11%	64
2023 Q1	$225K	Buy	+2,262	New	+$224K	0.12%	67
2022 Q1	–	Sell	-1,834	Closed	-$209K	–	61
2021 Q4	$209K	Buy	+1,834	New	+$210K	0.17%	53

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 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

Helen Stephens Group's AGG Position: Q3 2026 in Review

Helen Stephens Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 236% in Q3 2026, buying an estimated $8.45M and bringing the position to 123,830 shares worth $11.7M. The position accounts for 1.87% of the portfolio, ranked #11.

Helen Stephens Group first reported a position in AGG in Q4 2021 and has held it in 9 quarters since. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Helen Stephens Group held 123,830 shares of iShares Core US Aggregate Bond ETF worth $11.7M as of Q3 2026.
Helen Stephens Group bought 86,972 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $8.45M.
iShares Core US Aggregate Bond ETF made up 1.87% of Helen Stephens Group's portfolio in Q3 2026, its #11 holding.
Helen Stephens Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 9 quarters since.
1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.