Pacifica Partners
AGG icon

Pacifica Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pacifica Partners’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 		$36.7K Sell
389
-900
-70% -$87.4K 0.01% 197
2026
Q2 		$127K Sell
1,289
-723
-36% -$71.5K 0.04% 138
2026
Q1 		$200K Buy
2,012
+701
+53% +$70.1K 0.07% 115
2025
Q4 		$131K Buy
1,311
+900
+219% +$90.3K 0.06% 127
2025
Q3 		$41.2K Sell
411
-310
-43% -$30.8K 0.01% 214
2025
Q2 		$71.2K Sell
721
-31
-4% -$3.04K 0.03% 177
2025
Q1 		$74.7K Sell
752
-491
-40% -$48K 0.03% 170
2024
Q4 		$120K Hold
1,243
– – 0.05% 134
2024
Q3 		$126K Hold
1,243
– – 0.05% 138
2024
Q2 		$121K Buy
1,243
+300
+32% +$29K 0.05% 141
2024
Q1 		$92K Buy
943
+361
+62% +$35.3K 0.04% 158
2023
Q4 		$56.5K Hold
582
– – 0.03% 194
2023
Q3 		$54.2K Hold
582
– – 0.03% 186
2023
Q2 		$56.5K Sell
582
-61
-9% -$6.03K 0.03% 159
2023
Q1 		$64.3K Buy
643
+463
+257% +$45.8K 0.04% 147
2022
Q4 		$17.5K Hold
180
– – 0.01% 235
2022
Q3 		$17K Sell
180
-100
-36% -$10.1K 0.01% 248
2022
Q2 		$29K Buy
280
+31
+12% +$3.18K 0.02% 205
2022
Q1 		$27K Hold
249
– – 0.02% 218
2021
Q4 		$28K Hold
249
– – 0.02% 218
2021
Q3 		$29K Hold
249
– – 0.02% 199
2021
Q2 		$28K Hold
249
– – 0.02% 186
2021
Q1 		$28K Hold
249
– – 0.02% 173
2020
Q4 		$29K Buy
249
+99
+66% +$11.7K 0.03% 162
2020
Q3 		$18K Hold
150
– – 0.02% 173
2020
Q2 		$18K Hold
150
– – 0.02% 180
2020
Q1 		$17K Sell
150
-533
-78% -$60.7K 0.02% 185
2019
Q4 		$77K Buy
+683
New +$77K 0.07% 118

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
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Pacifica Partners's AGG Position: Q3 2026 in Review

Pacifica Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 70% in Q3 2026, selling an estimated $87.4K and leaving 389 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #197.

Pacifica Partners first reported a position in AGG in Q4 2019 and has held it in 28 quarters since. The position peaked at $200K in Q1 2026. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Pacifica Partners held 389 shares of iShares Core US Aggregate Bond ETF worth $36.7K as of Q3 2026.
  • Pacifica Partners sold 900 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $87.4K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #197 holding.
  • Pacifica Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's iShares Core US Aggregate Bond ETF position peaked at $200K in Q1 2026.
  • 684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.