Jeter Robert S II’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Jeter Robert S II’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	$2.05M	Buy	+21,680	New	+$2.11M	1.36%	20

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Jeter Robert S II's AGG Position: Q3 2026 in Review

Jeter Robert S II opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 21,680 shares worth $2.05M. The stake represents 1.36% of the portfolio and ranks #20 among its holdings.

557 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Jeter Robert S II held 21,680 shares of iShares Core US Aggregate Bond ETF worth $2.05M as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Jeter Robert S II position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 1.36% of Jeter Robert S II's portfolio in Q3 2026, its #20 holding.
557 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Jeter Robert S II's 13F filing for Q3 2026, filed 16 Oct 2026.