Level Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Level Wealth Management’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	+21,690	New	+$2.11M	0.78%	18

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

Rebalance Palo Alto, California $1.94B AUM 8.87% 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

Level Wealth Management's AGG Position: Q3 2026 in Review

Level Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 21,690 shares worth $2.05M. The stake represents 0.78% of the portfolio and ranks #18 among its holdings.

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

Level Wealth Management held 21,690 shares of iShares Core US Aggregate Bond ETF worth $2.05M as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Level Wealth Management position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.78% of Level Wealth Management's portfolio in Q3 2026, its #18 holding.
678 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.