MONECO Advisors
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MONECO Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MONECO Advisors’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 		$563K Buy
5,954
+695
+13% +$67.5K 0.03% 364
2026
Q2 		$521K Buy
5,259
+1,255
+31% +$124K 0.03% 361
2026
Q1 		$397K Sell
4,004
-341
-8% -$34.1K 0.03% 350
2025
Q4 		$434K Buy
4,345
+1,902
+78% +$191K 0.03% 329
2025
Q3 		$245K Buy
2,443
+119
+5% +$11.8K 0.02% 437
2025
Q2 		$231K Buy
2,324
+30
+1% +$2.94K 0.02% 428
2025
Q1 		$227K Sell
2,294
-1,026
-31% -$100K 0.02% 421
2024
Q4 		$322K Buy
3,320
+1,036
+45% +$102K 0.03% 355
2024
Q3 		$231K Sell
2,284
-3,626
-61% -$362K 0.03% 393
2024
Q2 		$574K Sell
5,910
-2,367
-29% -$228K 0.08% 220
2024
Q1 		$811K Buy
8,277
+4,344
+110% +$425K 0.13% 174
2023
Q4 		$390K Buy
3,933
+442
+13% +$42.1K 0.07% 244
2023
Q3 		$328K Buy
+3,491
New +$336K 0.09% 239
2021
Q2 		– Sell
-2,254
Closed -$257K – 225
2021
Q1 		$257K Buy
+2,254
New +$261K 0.12% 164

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 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

MONECO Advisors's AGG Position: Q3 2026 in Review

MONECO Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q3 2026, buying an estimated $67.5K and bringing the position to 5,954 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #364.

MONECO Advisors first reported a position in AGG in Q1 2021 and has held it in 14 quarters since. The position peaked at $811K in Q1 2024. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • MONECO Advisors held 5,954 shares of iShares Core US Aggregate Bond ETF worth $563K as of Q3 2026.
  • MONECO Advisors bought 695 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $67.5K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of MONECO Advisors's portfolio in Q3 2026, its #364 holding.
  • MONECO Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 14 quarters since.
  • MONECO Advisors's iShares Core US Aggregate Bond ETF position peaked at $811K in Q1 2024.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.