MJT & Associates Financial Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MJT & Associates Financial Advisory’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	$15.3K	Hold	162	–	–	0.01%	149
2026 Q2	$16K	Hold	162	–	–	0.01%	146
2026 Q1	$16.1K	Sell	162 -4	-2%	-$400	0.01%	135
2025 Q4	$16.6K	Hold	166	–	–	0.01%	139
2025 Q3	$16.6K	Sell	166 -360	-68%	-$35.7K	0.01%	139
2025 Q2	$52.2K	Sell	526 -44	-8%	-$4.31K	0.06%	95
2025 Q1	$56.4K	Buy	+570	New	+$55.7K	0.05%	101

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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

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

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

MJT & Associates Financial Advisory's AGG Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 162 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #149.

MJT & Associates Financial Advisory first reported a position in AGG in Q1 2025 and has held it in 7 quarters since. The position peaked at $56.4K in Q1 2025. 312 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

MJT & Associates Financial Advisory held 162 shares of iShares Core US Aggregate Bond ETF worth $15.3K as of Q3 2026.
MJT & Associates Financial Advisory left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #149 holding.
MJT & Associates Financial Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares Core US Aggregate Bond ETF position peaked at $56.4K in Q1 2025.
312 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.