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Objective Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Objective Capital 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 		$1.18M Sell
12,452
-4,495
-27% -$437K 1.05% 24
2026
Q2 		$1.68M Buy
16,947
+349
+2% +$34.5K 1.49% 16
2026
Q1 		$1.65M Buy
16,598
+1,683
+11% +$168K 1.66% 14
2025
Q4 		$1.49M Buy
14,915
+646
+5% +$64.8K 1.52% 16
2025
Q3 		$1.43M Buy
14,269
+231
+2% +$22.9K 1.48% 18
2025
Q2 		$1.39M Sell
14,038
-781
-5% -$76.5K 1.56% 18
2025
Q1 		$1.47M Sell
14,819
-13,137
-47% -$1.28M 1.87% 11
2024
Q4 		$2.71M Sell
27,956
-2,395
-8% -$236K 1.81% 12
2024
Q3 		$3.07M Buy
+30,351
New +$3.03M 1.81% 13
2024
Q1 		$2.8M Buy
28,623
+892
+3% +$87.3K 1.89% 12
2023
Q4 		$2.75M Buy
27,731
+2,228
+9% +$212K 2.1% 11
2023
Q3 		$2.4M Buy
25,503
+8,551
+50% +$824K 2.13% 11
2023
Q2 		$1.66M Sell
16,952
-752
-4% -$74.3K 1.45% 20
2023
Q1 		$1.76M Sell
17,704
-1,062
-6% -$105K 1.61% 19
2022
Q4 		$1.82M Sell
18,766
-869
-4% -$84K 1.81% 17
2022
Q3 		$1.89M Sell
19,635
-4,472
-19% -$452K 2.02% 15
2022
Q2 		$2.45M Sell
24,107
-6,784
-22% -$697K 2.47% 9
2022
Q1 		$3.31M Sell
30,891
-17,112
-36% -$1.88M 2.54% 9
2021
Q4 		$5.48M Buy
+48,003
New +$5.49M 3.87% 5

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
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B 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
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Objective Capital Management's AGG Position: Q3 2026 in Review

Objective Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 27% in Q3 2026, selling an estimated $437K and leaving 12,452 shares worth $1.18M. The position accounts for 1.05% of the portfolio, ranked #24.

Objective Capital Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.48M in Q4 2021. 442 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Objective Capital Management held 12,452 shares of iShares Core US Aggregate Bond ETF worth $1.18M as of Q3 2026.
  • Objective Capital Management sold 4,495 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $437K.
  • iShares Core US Aggregate Bond ETF made up 1.05% of Objective Capital Management's portfolio in Q3 2026, its #24 holding.
  • Objective Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's iShares Core US Aggregate Bond ETF position peaked at $5.48M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.