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

MFA Wealth 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	$1.26M	Buy	13,353 +563	+4%	+$54.7K	0.75%	35
2026 Q2	$1.27M	Buy	12,790 +398	+3%	+$39.4K	0.76%	38
2026 Q1	$1.23M	Sell	12,392 -16	-0.1%	-$1.6K	0.81%	32
2025 Q4	$1.24M	Sell	12,408 -122	-1%	-$12.2K	0.84%	32
2025 Q3	$1.26M	Sell	12,530 -188	-1%	-$18.7K	0.87%	31
2025 Q2	$1.26M	Buy	12,718 +270	+2%	+$26.5K	0.95%	26
2025 Q1	$1.23M	Sell	12,448 -2,731	-18%	-$267K	1.01%	24
2024 Q4	$1.47M	Buy	+15,179	New	+$1.5M	1.18%	20

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

MFA Wealth Services's AGG Position: Q3 2026 in Review

MFA Wealth Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q3 2026, buying an estimated $54.7K and bringing the position to 13,353 shares worth $1.26M. The position accounts for 0.75% of the portfolio, ranked #35.

MFA Wealth Services first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2024. 557 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

MFA Wealth Services held 13,353 shares of iShares Core US Aggregate Bond ETF worth $1.26M as of Q3 2026.
MFA Wealth Services bought 563 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $54.7K.
iShares Core US Aggregate Bond ETF made up 0.75% of MFA Wealth Services's portfolio in Q3 2026, its #35 holding.
MFA Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares Core US Aggregate Bond ETF position peaked at $1.47M in Q4 2024.
557 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.