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Legacy Financial Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Legacy Financial Strategies’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 		$459K Sell
4,855
-453,523
-99% -$44.1M 0.07% 87
2026
Q2 		$45.4M Sell
458,378
-7,403
-2% -$732K 7.03% 3
2026
Q1 		$46.2M Buy
465,781
+4,142
+0.9% +$414K 8.34% 3
2025
Q4 		$46.1M Buy
461,639
+44,506
+11% +$4.47M 8.16% 3
2025
Q3 		$41.8M Buy
417,133
+17,969
+5% +$1.78M 7.55% 3
2025
Q2 		$39.6M Buy
399,164
+2,030
+0.5% +$199K 7.77% 3
2025
Q1 		$39.3M Buy
397,134
+3,833
+1% +$375K 8.57% 3
2024
Q4 		$38.1M Buy
393,301
+7,409
+2% +$730K 8.21% 3
2024
Q3 		$39.1M Buy
385,892
+42,334
+12% +$4.22M 8.62% 3
2024
Q2 		$33.4M Buy
343,558
+7,739
+2% +$747K 8.02% 4
2024
Q1 		$32.9M Buy
335,819
+10,603
+3% +$1.04M 8.48% 4
2023
Q4 		$32.3M Buy
325,216
+7,327
+2% +$697K 9.2% 4
2023
Q3 		$30.1M Buy
317,889
+150,280
+90% +$14.5M 9.66% 3
2023
Q2 		$16.4M Buy
167,609
+19,595
+13% +$1.94M 5.49% 5
2023
Q1 		$14.7M Buy
148,014
+7,683
+5% +$759K 5.47% 5
2022
Q4 		$13.6M Sell
140,331
-12,443
-8% -$1.2M 5.63% 5
2022
Q3 		$14.7M Buy
152,774
+10,407
+7% +$1.05M 6.85% 5
2022
Q2 		$14.5M Buy
142,367
+1,846
+1% +$190K 7.15% 4
2022
Q1 		$15.1M Buy
140,521
+6,332
+5% +$697K 6.42% 4
2021
Q4 		$15.3M Sell
134,189
-16,860
-11% -$1.93M 6.62% 4
2021
Q3 		$17.3M Buy
151,049
+1,167
+0.8% +$135K 8.16% 4
2021
Q2 		$17.3M Buy
149,882
+1,844
+1% +$211K 8.28% 4
2021
Q1 		$16.9M Sell
148,038
-23,017
-13% -$2.67M 8.91% 4
2020
Q4 		$20.2M Buy
171,055
+2,831
+2% +$333K 10.31% 4
2020
Q3 		$19.9M Buy
168,224
+164,411
+4,312% +$19.5M 11.44% 3
2020
Q2 		$451K Buy
3,813
+186
+5% +$21.8K 0.35% 43
2020
Q1 		$418K Sell
3,627
-404
-10% -$46K 0.4% 42
2019
Q4 		$453K Sell
4,031
-779
-16% -$87.8K 0.37% 50
2019
Q3 		$541K Buy
+4,810
New +$541K 0.48% 41
2018
Q2 		– Sell
-2,748
Closed -$295K – 92
2018
Q1 		$295K Sell
2,748
-173
-6% -$18.6K 0.29% 76
2017
Q4 		$319K Buy
+2,921
New +$319K 0.34% 67

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Financial Strategies's AGG Position: Q3 2026 in Review

Legacy Financial Strategies reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 99% in Q3 2026, selling an estimated $44.1M and leaving 4,855 shares worth $459K. The position accounts for 0.07% of the portfolio, ranked #87.

Legacy Financial Strategies first reported a position in AGG in Q4 2017 and has held it in 31 quarters since. The position peaked at $46.2M in Q1 2026. 323 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Legacy Financial Strategies held 4,855 shares of iShares Core US Aggregate Bond ETF worth $459K as of Q3 2026.
  • Legacy Financial Strategies sold 453,523 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $44.1M.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Legacy Financial Strategies's portfolio in Q3 2026, its #87 holding.
  • Legacy Financial Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • Legacy Financial Strategies's iShares Core US Aggregate Bond ETF position peaked at $46.2M in Q1 2026.
  • 323 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.