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

Maia Wealth’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	$2.74M	Sell	28,985 -526	-2%	-$51.1K	0.38%	77
2026 Q2	$2.92M	Buy	29,511 +2,520	+9%	+$249K	0.43%	71
2026 Q1	$2.68M	Sell	26,991 -1,939	-7%	-$194K	0.45%	63
2025 Q4	$2.91M	Sell	28,930 -1,059	-4%	-$106K	0.5%	55
2025 Q3	$3M	Sell	29,989 -971	-3%	-$96.3K	0.51%	52
2025 Q2	$3.07M	Buy	30,960 +2,400	+8%	+$235K	0.59%	44
2025 Q1	$2.79M	Buy	28,560 +1,239	+5%	+$121K	0.63%	41
2024 Q4	$2.67M	Buy	27,321 +11,809	+76%	+$1.16M	0.57%	39
2024 Q3	$1.53M	Buy	15,512 +7,014	+83%	+$700K	0.38%	65
2024 Q2	$833K	Buy	+8,498	New	+$820K	0.25%	84
2023 Q4	$490K	Buy	+4,934	New	+$470K	0.2%	105

Other funds holding AGG

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

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Maia Wealth's AGG Position: Q3 2026 in Review

Maia Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q3 2026, selling an estimated $51.1K and leaving 28,985 shares worth $2.74M. The position accounts for 0.38% of the portfolio, ranked #77.

Maia Wealth first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.07M in Q2 2025. 768 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Maia Wealth held 28,985 shares of iShares Core US Aggregate Bond ETF worth $2.74M as of Q3 2026.
Maia Wealth sold 526 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $51.1K.
iShares Core US Aggregate Bond ETF made up 0.38% of Maia Wealth's portfolio in Q3 2026, its #77 holding.
Maia Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares Core US Aggregate Bond ETF position peaked at $3.07M in Q2 2025.
768 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

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