North Berkeley Wealth Management
AGG icon

North Berkeley Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

North Berkeley Wealth 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 		$20.9M Buy
220,583
+57,331
+35% +$5.57M 8.1% 1
2026
Q2 		$16.2M Buy
163,252
+74,139
+83% +$7.34M 6.53% 1
2026
Q1 		$8.85M Buy
89,113
+50,803
+133% +$5.08M 4.68% 7
2025
Q4 		$3.83M Buy
38,310
+15,356
+67% +$1.54M 2.26% 13
2025
Q3 		$2.3M Sell
22,954
-673
-3% -$66.8K 1.82% 12
2025
Q2 		$2.34M Buy
23,627
+2,929
+14% +$287K 2.15% 10
2025
Q1 		$2.05M Buy
20,698
+3,339
+19% +$326K 2.13% 10
2024
Q4 		$1.68M Buy
+17,359
New +$1.71M 1.71% 10

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

North Berkeley Wealth Management's AGG Position: Q3 2026 in Review

North Berkeley Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 35% in Q3 2026, buying an estimated $5.57M and bringing the position to 220,583 shares worth $20.9M. The position accounts for 8.1% of the portfolio, ranked #1.

North Berkeley Wealth Management first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. 1,318 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • North Berkeley Wealth Management held 220,583 shares of iShares Core US Aggregate Bond ETF worth $20.9M as of Q3 2026.
  • North Berkeley Wealth Management bought 57,331 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $5.57M.
  • iShares Core US Aggregate Bond ETF made up 8.1% of North Berkeley Wealth Management's portfolio in Q3 2026, its #1 holding.
  • North Berkeley Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,318 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on North Berkeley Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.