Net Worth Advisory Group
AGG icon

Net Worth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Net Worth Advisory 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 		$1.65M Sell
17,441
-225
-1% -$21.9K 0.41% 41
2026
Q2 		$1.75M Sell
17,666
-4,355
-20% -$431K 0.44% 45
2026
Q1 		$2.19M Sell
22,021
-474
-2% -$47.4K 0.45% 46
2025
Q4 		$2.25M Buy
22,495
+5,556
+33% +$558K 0.45% 46
2025
Q3 		$1.7M Sell
16,939
-5,270
-24% -$523K 0.49% 40
2025
Q2 		$2.2M Buy
22,209
+4,606
+26% +$451K 0.49% 42
2025
Q1 		$1.74M Sell
17,603
-678
-4% -$66.3K 0.55% 29
2024
Q4 		$1.77M Sell
18,281
-1,108
-6% -$109K 0.54% 32
2024
Q3 		$1.96M Buy
+19,389
New +$1.93M 0.58% 26

Other funds holding AGG

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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Net Worth Advisory Group's AGG Position: Q3 2026 in Review

Net Worth Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q3 2026, selling an estimated $21.9K and leaving 17,441 shares worth $1.65M. The position accounts for 0.41% of the portfolio, ranked #41.

Net Worth Advisory Group first reported a position in AGG in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q4 2025. 1,493 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Net Worth Advisory Group held 17,441 shares of iShares Core US Aggregate Bond ETF worth $1.65M as of Q3 2026.
  • Net Worth Advisory Group sold 225 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $21.9K.
  • iShares Core US Aggregate Bond ETF made up 0.41% of Net Worth Advisory Group's portfolio in Q3 2026, its #41 holding.
  • Net Worth Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $2.25M in Q4 2025.
  • 1,493 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.