Measured Wealth Private Client Group
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Measured Wealth Private Client Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Measured Wealth Private Client Group’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 		$2.5M Buy
26,496
+2
+0% +$194 0.63% 31
2026
Q2 		$2.62M Sell
26,494
-1,687
-6% -$167K 0.63% 30
2026
Q1 		$2.8M Sell
28,181
-839
-3% -$83.9K 0.76% 25
2025
Q4 		$2.9M Buy
29,020
+4,171
+17% +$419K 0.77% 23
2025
Q3 		$2.49M Sell
24,849
-275
-1% -$27.3K 0.67% 25
2025
Q2 		$2.49M Buy
25,124
+130
+0.5% +$12.7K 0.75% 25
2025
Q1 		$2.47M Buy
24,994
+794
+3% +$77.6K 0.79% 23
2024
Q4 		$2.34M Buy
24,200
+698
+3% +$68.7K 0.76% 23
2024
Q3 		$2.38M Buy
23,502
+37
+0.2% +$3.69K 0.8% 22
2024
Q2 		$2.28M Sell
23,465
-30,414
-56% -$2.94M 0.8% 21
2024
Q1 		$5.28M Sell
53,879
-2,177
-4% -$213K 1.84% 9
2023
Q4 		$5.56M Sell
56,056
-5,264
-9% -$501K 2.05% 9
2023
Q3 		$5.77M Sell
61,320
-5,447
-8% -$525K 2.32% 9
2023
Q2 		$6.54M Sell
66,767
-3,529
-5% -$349K 2.48% 8
2023
Q1 		$7M Sell
70,296
-3,448
-5% -$341K 2.7% 6
2022
Q4 		$7.15M Sell
73,744
-31,553
-30% -$3.05M 2.94% 7
2022
Q3 		$10.1M Buy
+105,297
New +$10.6M 4.48% 6
2019
Q4 		– Sell
-5,402
Closed -$611K – 106
2019
Q3 		$611K Sell
5,402
-6,435
-54% -$723K 0.4% 42
2019
Q2 		$1.32M Sell
11,837
-2,392
-17% -$262K 0.76% 24
2019
Q1 		$1.55M Sell
14,229
-461
-3% -$49.4K 0.96% 18
2018
Q4 		$1.56M Sell
14,690
-1,142
-7% -$120K 1.42% 12
2018
Q3 		$1.67M Sell
15,832
-540
-3% -$57.3K 1% 12
2018
Q2 		$1.74M Buy
+16,372
New +$1.74M 1.42% 12
2017
Q3 		$2.2M Buy
+20,074
New +$2.2M 3.01% 10

Other funds holding AGG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Measured Wealth Private Client Group's AGG Position: Q3 2026 in Review

Measured Wealth Private Client Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.01% in Q3 2026, buying an estimated $194 and bringing the position to 26,496 shares worth $2.5M. The position accounts for 0.63% of the portfolio, ranked #31.

Measured Wealth Private Client Group first reported a position in AGG in Q3 2017 and has held it in 24 quarters since. The position peaked at $10.1M in Q3 2022. 1,683 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Measured Wealth Private Client Group held 26,496 shares of iShares Core US Aggregate Bond ETF worth $2.5M as of Q3 2026.
  • Measured Wealth Private Client Group bought 2 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $194.
  • iShares Core US Aggregate Bond ETF made up 0.63% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #31 holding.
  • Measured Wealth Private Client Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 24 quarters since.
  • Measured Wealth Private Client Group's iShares Core US Aggregate Bond ETF position peaked at $10.1M in Q3 2022.
  • 1,683 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.