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

McGlone Suttner 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 		$13.9M Buy
146,827
+6,111
+4% +$594K 1.61% 14
2026
Q2 		$13.9M Buy
140,716
+10,126
+8% +$1M 1.63% 13
2026
Q1 		$13M Buy
130,590
+7,950
+6% +$795K 1.72% 12
2025
Q4 		$12.2M Buy
122,640
+5,563
+5% +$558K 1.65% 13
2025
Q3 		$11.7M Buy
117,077
+2,506
+2% +$249K 1.64% 13
2025
Q2 		$11.4M Buy
114,571
+4,889
+4% +$479K 1.72% 13
2025
Q1 		$10.8M Buy
109,682
+4,696
+4% +$459K 1.78% 13
2024
Q4 		$10.2M Buy
104,986
+30,478
+41% +$3M 1.7% 13
2024
Q3 		$7.55M Sell
74,508
-10,907
-13% -$1.09M 1.57% 13
2024
Q2 		$8.48M Sell
85,415
-5,079
-6% -$490K 1.74% 11
2024
Q1 		$8.86M Buy
90,494
+5,079
+6% +$497K 1.66% 13
2023
Q4 		$8.48M Buy
85,415
+2,121
+3% +$202K 1.68% 11
2023
Q3 		$7.83M Buy
83,294
+58,503
+236% +$5.63M 1.82% 12
2023
Q2 		$2.43M Buy
+24,791
New +$2.45M 0.55% 20

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 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

McGlone Suttner Wealth Management's AGG Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q3 2026, buying an estimated $594K and bringing the position to 146,827 shares worth $13.9M. The position accounts for 1.61% of the portfolio, ranked #14.

McGlone Suttner Wealth Management first reported a position in AGG in Q2 2023 and has held it in 14 quarters since. The position peaked at $13.9M in Q2 2026. 238 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • McGlone Suttner Wealth Management held 146,827 shares of iShares Core US Aggregate Bond ETF worth $13.9M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 6,111 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $594K.
  • iShares Core US Aggregate Bond ETF made up 1.61% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #14 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • McGlone Suttner Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $13.9M in Q2 2026.
  • 238 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

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