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Intelligence Driven Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Intelligence Driven Advisers’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
-14,606
Closed -$1.45M – 135
2026
Q2 		$1.45M Sell
14,606
-928
-6% -$91.8K 0.23% 41
2026
Q1 		$1.54M Sell
15,534
-2,307
-13% -$231K 0.27% 34
2025
Q4 		$1.78M Sell
17,841
-318
-2% -$31.9K 0.25% 33
2025
Q3 		$1.82M Buy
18,159
+288
+2% +$28.6K 0.25% 35
2025
Q2 		$1.77M Buy
17,871
+1,077
+6% +$106K 0.27% 34
2025
Q1 		$1.66M Sell
16,794
-229
-1% -$22.4K 0.32% 28
2024
Q4 		$1.65M Sell
17,023
-204
-1% -$20.1K 0.31% 30
2024
Q3 		$1.74M Sell
17,227
-499
-3% -$49.8K 0.25% 29
2024
Q2 		$1.72M Buy
+17,726
New +$1.71M 0.24% 28
2023
Q4 		– Sell
-3,215
Closed -$299K – 91
2023
Q3 		$299K Sell
3,215
-906
-22% -$87.3K 0.05% 65
2023
Q2 		$398K Sell
4,121
-2,255
-35% -$223K 0.07% 61
2023
Q1 		$641K Sell
6,376
-540
-8% -$53.4K 0.12% 48
2022
Q4 		$685K Sell
6,916
-28,941
-81% -$2.8M 0.13% 50
2022
Q3 		$3.45M Buy
35,857
+16,635
+87% +$1.68M 0.69% 35
2022
Q2 		$1.96M Sell
19,222
-7,288
-27% -$749K 0.38% 49
2022
Q1 		$2.79M Buy
26,510
+9,502
+56% +$1.05M 0.51% 40
2021
Q4 		$1.91M Buy
17,008
+6,334
+59% +$725K 0.35% 42
2021
Q3 		$1.22M Sell
10,674
-2,552
-19% -$296K 0.27% 37
2021
Q2 		$1.52M Buy
13,226
+4,759
+56% +$545K 0.3% 43
2021
Q1 		$964K Buy
8,467
+309
+4% +$35.8K 0.22% 41
2020
Q4 		$964K Buy
8,158
+1,645
+25% +$194K 0.22% 46
2020
Q3 		$769K Sell
6,513
-19,625
-75% -$2.33M 0.18% 40
2020
Q2 		$3.09M Buy
26,138
+2,193
+9% +$257K 1.09% 26
2020
Q1 		$2.76M Sell
23,945
-311,076
-93% -$35.5M 1.28% 18
2019
Q4 		$37.6M Buy
335,021
+29,717
+10% +$3.35M 17.09% 1
2019
Q3 		$34.6M Buy
305,304
+156,767
+106% +$17.6M 16.35% 1
2019
Q2 		$16.5M Buy
148,537
+137,053
+1,193% +$15M 7.86% 1
2019
Q1 		$1.25M Buy
11,484
+4,222
+58% +$453K 0.69% 31
2018
Q4 		$773K Buy
+7,262
New +$762K 0.49% 39

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Intelligence Driven Advisers's AGG Position: Q3 2026 in Review

Intelligence Driven Advisers sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 14,606 shares — an estimated $1.45M sold.

Intelligence Driven Advisers first reported a position in AGG in Q4 2018 and held it in 29 quarters. The position peaked at $37.6M in Q4 2019. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Intelligence Driven Advisers reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Intelligence Driven Advisers sold 14,606 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.45M.
  • Intelligence Driven Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 29 quarters.
  • Intelligence Driven Advisers's iShares Core US Aggregate Bond ETF position peaked at $37.6M in Q4 2019.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.