Linden Thomas Advisory Services
AGG icon

Linden Thomas Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Linden Thomas Advisory Services’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 		$317K Sell
3,349
-7
-0.2% -$680 0.03% 475
2026
Q2 		$332K Buy
3,356
+627
+23% +$62K 0.03% 462
2026
Q1 		$271K Buy
2,729
+345
+14% +$34.5K 0.03% 467
2025
Q4 		$238K Sell
2,384
-132
-5% -$13.2K 0.02% 461
2025
Q3 		$252K Buy
+2,516
New +$250K 0.03% 442

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linden Thomas Advisory Services's AGG Position: Q3 2026 in Review

Linden Thomas Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.21% in Q3 2026, selling an estimated $680 and leaving 3,349 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #475.

Linden Thomas Advisory Services first reported a position in AGG in Q3 2025 and has held it in 5 quarters since. The position peaked at $332K in Q2 2026. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Linden Thomas Advisory Services held 3,349 shares of iShares Core US Aggregate Bond ETF worth $317K as of Q3 2026.
  • Linden Thomas Advisory Services sold 7 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $680.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #475 holding.
  • Linden Thomas Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Linden Thomas Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $332K in Q2 2026.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.