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Legacy Private Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Legacy Private Trust’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 		$19.6M Sell
207,809
-12,393
-6% -$1.2M 1.07% 20
2026
Q2 		$21.8M Buy
220,202
+4,435
+2% +$439K 1.21% 18
2026
Q1 		$21.4M Sell
215,767
-30,807
-12% -$3.08M 1.32% 18
2025
Q4 		$24.6M Sell
246,574
-44,009
-15% -$4.42M 1.45% 16
2025
Q3 		$29.1M Buy
290,583
+22,397
+8% +$2.22M 1.74% 12
2025
Q2 		$26.6M Sell
268,186
-23,841
-8% -$2.34M 1.72% 10
2025
Q1 		$28.9M Sell
292,027
-15,588
-5% -$1.52M 1.99% 8
2024
Q4 		$29.8M Sell
307,615
-7,278
-2% -$717K 1.95% 10
2024
Q3 		$31.9M Buy
314,893
+6,189
+2% +$617K 2.14% 8
2024
Q2 		$30M Sell
308,704
-22,323
-7% -$2.15M 2.13% 9
2024
Q1 		$32.4M Sell
331,027
-6,556
-2% -$642K 2.37% 6
2023
Q4 		$33.5M Sell
337,583
-102,980
-23% -$9.8M 2.66% 6
2023
Q3 		$41.4M Buy
440,563
+43,171
+11% +$4.16M 3.57% 5
2023
Q2 		$38.9M Buy
397,392
+71,066
+22% +$7.03M 3.22% 5
2023
Q1 		$32.5M Buy
326,326
+20,485
+7% +$2.02M 2.77% 6
2022
Q4 		$29.7M Sell
305,841
-20,083
-6% -$1.94M 2.68% 5
2022
Q3 		$31.4M Sell
325,924
-116,997
-26% -$11.8M 2.98% 5
2022
Q2 		$45M Buy
442,921
+7,847
+2% +$806K 4.03% 4
2022
Q1 		$46.6M Buy
435,074
+31,789
+8% +$3.5M 3.62% 5
2021
Q4 		$46M Sell
403,285
-34,508
-8% -$3.95M 3.45% 5
2021
Q3 		$50.3M Buy
437,793
+56,212
+15% +$6.52M 4.07% 3
2021
Q2 		$44M Buy
381,581
+37,551
+11% +$4.3M 3.71% 2
2021
Q1 		$39.2M Buy
344,030
+23,998
+7% +$2.78M 3.53% 4
2020
Q4 		$37.8M Buy
320,032
+20,744
+7% +$2.44M 3.57% 4
2020
Q3 		$35.3M Sell
299,288
-30,624
-9% -$3.63M 3.65% 3
2020
Q2 		$39M Sell
329,912
-51,767
-14% -$6.06M 4.3% 3
2020
Q1 		$44M Sell
381,679
-13,704
-3% -$1.56M 5.72% 2
2019
Q4 		$44.4M Buy
395,383
+103,878
+36% +$11.7M 4.65% 3
2019
Q3 		$33M Buy
291,505
+32,817
+13% +$3.69M 3.69% 4
2019
Q2 		$28.8M Buy
258,688
+87,632
+51% +$9.58M 3.28% 2
2019
Q1 		$18.7M Buy
171,056
+164,844
+2,654% +$17.7M 2.21% 10
2018
Q4 		$662K Buy
+6,212
New +$652K 0.09% 149
2013
Q3 		– Sell
-2,501
Closed -$268K – 188
2013
Q2 		$268K Buy
+2,501
New +$275K 0.06% 159

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
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 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

Legacy Private Trust's AGG Position: Q3 2026 in Review

Legacy Private Trust reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.6% in Q3 2026, selling an estimated $1.2M and leaving 207,809 shares worth $19.6M. The position accounts for 1.07% of the portfolio, ranked #20.

Legacy Private Trust first reported a position in AGG in Q2 2013 and has held it in 33 quarters since. The position peaked at $50.3M in Q3 2021. 151 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Legacy Private Trust held 207,809 shares of iShares Core US Aggregate Bond ETF worth $19.6M as of Q3 2026.
  • Legacy Private Trust sold 12,393 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.2M.
  • iShares Core US Aggregate Bond ETF made up 1.07% of Legacy Private Trust's portfolio in Q3 2026, its #20 holding.
  • Legacy Private Trust first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 33 quarters since.
  • Legacy Private Trust's iShares Core US Aggregate Bond ETF position peaked at $50.3M in Q3 2021.
  • 151 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.