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

LongView 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	$2.2M	Sell	23,248 -2,583	-10%	-$251K	0.53%	48
2026 Q2	$2.56M	Buy	25,831 +1,878	+8%	+$186K	0.66%	41
2026 Q1	$2.39M	Buy	23,953 +5	+0%	+$500	0.6%	47
2025 Q4	$2.4M	Buy	23,948 +2,009	+9%	+$202K	0.58%	48
2025 Q3	$2.2M	Buy	21,939 +6,442	+42%	+$639K	0.6%	45
2025 Q2	$1.54M	Buy	15,497 +2,802	+22%	+$275K	0.47%	50
2025 Q1	$1.26M	Buy	12,695 +82	+0.7%	+$8.02K	0.38%	59
2024 Q4	$1.22M	Sell	12,613 -1,834	-13%	-$181K	0.37%	62
2024 Q3	$1.46M	Sell	14,447 -1,432	-9%	-$143K	0.47%	50
2024 Q2	$1.54M	Buy	15,879 +3,801	+31%	+$367K	0.57%	40
2024 Q1	$1.18M	Buy	12,078 +124	+1%	+$12.1K	0.47%	49
2023 Q4	$1.18M	Buy	+11,954	New	+$1.14M	0.53%	46

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q3 2026, selling an estimated $251K and leaving 23,248 shares worth $2.2M. The position accounts for 0.53% of the portfolio, ranked #48.

LongView Wealth Management first reported a position in AGG in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.56M in Q2 2026. 1,224 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

LongView Wealth Management held 23,248 shares of iShares Core US Aggregate Bond ETF worth $2.2M as of Q3 2026.
LongView Wealth Management sold 2,583 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $251K.
iShares Core US Aggregate Bond ETF made up 0.53% of LongView Wealth Management's portfolio in Q3 2026, its #48 holding.
LongView Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.56M in Q2 2026.
1,224 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.