MAM
AGG icon

Milestone Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Milestone Asset 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 		$1.04M Sell
10,959
-303
-3% -$29.4K 0.16% 131
2026
Q2 		$1.11M Buy
11,262
+2,261
+25% +$224K 0.18% 127
2026
Q1 		$894K Buy
9,001
+4,476
+99% +$448K 0.16% 127
2025
Q4 		$452K Sell
4,525
-1,969
-30% -$198K 0.09% 159
2025
Q3 		$651K Sell
6,494
-7,526
-54% -$747K 0.12% 131
2025
Q2 		$1.39M Buy
14,020
+9,320
+198% +$913K 0.29% 65
2025
Q1 		$465K Buy
+4,700
New +$459K 0.1% 148
2024
Q3 		– Sell
-2,954
Closed -$287K – 201
2024
Q2 		$287K Sell
2,954
-469
-14% -$45.3K 0.07% 165
2024
Q1 		$335K Buy
3,423
+1,119
+49% +$110K 0.1% 134
2023
Q4 		$229K Buy
+2,304
New +$219K 0.08% 75
2023
Q3 		– Sell
-4,589
Closed -$450K – 85
2023
Q2 		$450K Buy
4,589
+1,885
+70% +$186K 0.2% 34
2023
Q1 		$269K Sell
2,704
-24
-0.9% -$2.37K 0.15% 58
2022
Q4 		$272K Buy
+2,728
New +$264K 0.16% 53

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Milestone Asset Management's AGG Position: Q3 2026 in Review

Milestone Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q3 2026, selling an estimated $29.4K and leaving 10,959 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #131.

Milestone Asset Management first reported a position in AGG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.39M in Q2 2025. 312 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Milestone Asset Management held 10,959 shares of iShares Core US Aggregate Bond ETF worth $1.04M as of Q3 2026.
  • Milestone Asset Management sold 303 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $29.4K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Milestone Asset Management's portfolio in Q3 2026, its #131 holding.
  • Milestone Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • Milestone Asset Management's iShares Core US Aggregate Bond ETF position peaked at $1.39M in Q2 2025.
  • 312 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.