Innovative Wealth Building
AGG icon

Innovative Wealth Building’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Innovative Wealth Building’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 		$3.2M Sell
33,873
-1,474
-4% -$143K 1.77% 12
2026
Q2 		$3.5M Sell
35,347
-467
-1% -$46.2K 2.03% 10
2026
Q1 		$3.56M Sell
35,814
-647
-2% -$64.7K 2.5% 10
2025
Q4 		$3.64M Sell
36,461
-1,049
-3% -$105K 2.65% 10
2025
Q3 		$3.76M Sell
37,510
-2,557
-6% -$254K 2.93% 9
2025
Q2 		$3.97M Buy
40,067
+6,042
+18% +$592K 3.29% 7
2025
Q1 		$3.37M Sell
34,025
-877
-3% -$85.7K 3.1% 7
2024
Q4 		$3.38M Buy
+34,902
New +$3.44M 3.06% 8

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 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

Innovative Wealth Building's AGG Position: Q3 2026 in Review

Innovative Wealth Building reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.2% in Q3 2026, selling an estimated $143K and leaving 33,873 shares worth $3.2M. The position accounts for 1.77% of the portfolio, ranked #12.

Innovative Wealth Building first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.97M in Q2 2025. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Innovative Wealth Building held 33,873 shares of iShares Core US Aggregate Bond ETF worth $3.2M as of Q3 2026.
  • Innovative Wealth Building sold 1,474 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $143K.
  • iShares Core US Aggregate Bond ETF made up 1.77% of Innovative Wealth Building's portfolio in Q3 2026, its #12 holding.
  • Innovative Wealth Building first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Innovative Wealth Building's iShares Core US Aggregate Bond ETF position peaked at $3.97M in Q2 2025.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.