October Effect
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October Effect’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

October Effect’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 		$1.54M Buy
16,321
+77
+0.5% +$7.48K 1.57% 25
2026
Q2 		$1.61M Sell
16,244
-816
-5% -$80.7K 1.51% 24
2026
Q1 		$1.69M Buy
17,060
+206
+1% +$20.6K 1.95% 18
2025
Q4 		$1.68M Sell
16,854
-632
-4% -$63.4K 1.85% 20
2025
Q3 		$1.75M Buy
17,486
+419
+2% +$41.6K 1.93% 16
2025
Q2 		$1.69M Buy
+17,067
New +$1.67M 2.04% 16

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

October Effect's AGG Position: Q3 2026 in Review

October Effect increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.47% in Q3 2026, buying an estimated $7.48K and bringing the position to 16,321 shares worth $1.54M. The position accounts for 1.57% of the portfolio, ranked #25.

October Effect first reported a position in AGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.75M in Q3 2025. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • October Effect held 16,321 shares of iShares Core US Aggregate Bond ETF worth $1.54M as of Q3 2026.
  • October Effect bought 77 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $7.48K.
  • iShares Core US Aggregate Bond ETF made up 1.57% of October Effect's portfolio in Q3 2026, its #25 holding.
  • October Effect first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • October Effect's iShares Core US Aggregate Bond ETF position peaked at $1.75M in Q3 2025.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.