IRC
AGG icon

Investors Research Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Investors Research Corp’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 		$24.8K Sell
262
-90
-26% -$8.74K ﹤0.01% 449
2026
Q2 		$34.8K Buy
352
+149
+73% +$14.7K 0.01% 420
2026
Q1 		$20.2K Hold
203
– – ﹤0.01% 477
2025
Q4 		$20.3K Hold
203
– – ﹤0.01% 539
2025
Q3 		$20.4K Hold
203
– – ﹤0.01% 556
2025
Q2 		$20.1K Hold
203
– – ﹤0.01% 585
2025
Q1 		$20.1K Buy
203
+88
+77% +$8.6K ﹤0.01% 580
2024
Q4 		$11.1K Hold
115
– – ﹤0.01% 660
2024
Q3 		$11.6K Hold
115
– – ﹤0.01% 663
2024
Q2 		$11.2K Sell
115
-35
-23% -$3.38K ﹤0.01% 695
2024
Q1 		$14.7K Hold
150
– – ﹤0.01% 665
2023
Q4 		$14.9K Sell
150
-52
-26% -$4.95K ﹤0.01% 683
2023
Q3 		$19K Hold
202
– – 0.01% 650
2023
Q2 		$19.8K Hold
202
– – 0.01% 661
2023
Q1 		$20.1K Hold
202
– – 0.01% 672
2022
Q4 		$19.6K Hold
202
– – 0.01% 669
2022
Q3 		$19K Hold
202
– – 0.01% 655
2022
Q2 		$21K Sell
202
-67
-25% -$6.88K 0.01% 649
2022
Q1 		$29K Buy
269
+4
+2% +$440 0.01% 591
2021
Q4 		$30K Hold
265
– – 0.01% 595
2021
Q3 		$30K Sell
265
-10
-4% -$1.16K 0.01% 599
2021
Q2 		$32K Hold
275
– – 0.01% 589
2021
Q1 		$31K Hold
275
– – 0.01% 600
2020
Q4 		$33K Buy
275
+98
+55% +$11.5K 0.01% 615
2020
Q3 		$21K Buy
177
+153
+638% +$18.1K 0.01% 676
2020
Q2 		$3K Hold
24
– – ﹤0.01% 961
2020
Q1 		$3K Hold
24
– – ﹤0.01% 964
2019
Q4 		$3K Buy
+24
New +$2.71K ﹤0.01% 986

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

Investors Research Corp's AGG Position: Q3 2026 in Review

Investors Research Corp reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q3 2026, selling an estimated $8.74K and leaving 262 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Investors Research Corp first reported a position in AGG in Q4 2019 and has held it in 28 quarters since. The position peaked at $34.8K in Q2 2026. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Investors Research Corp held 262 shares of iShares Core US Aggregate Bond ETF worth $24.8K as of Q3 2026.
  • Investors Research Corp sold 90 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $8.74K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #449 holding.
  • Investors Research Corp first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Investors Research Corp's iShares Core US Aggregate Bond ETF position peaked at $34.8K in Q2 2026.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.