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

Paladin 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 		$4.23M Buy
44,712
+3
+0% +$291 2.6% 10
2026
Q2 		$4.43M Sell
44,709
-111
-0.2% -$11K 2.93% 10
2026
Q1 		$4.45M Buy
44,820
+1
+0% +$100 3.21% 10
2025
Q4 		$4.48M Buy
+44,819
New +$4.5M 3.34% 11

Other funds holding AGG

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Paladin Partners's AGG Position: Q3 2026 in Review

Paladin Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.01% in Q3 2026, buying an estimated $291 and bringing the position to 44,712 shares worth $4.23M. The position accounts for 2.6% of the portfolio, ranked #10.

Paladin Partners first reported a position in AGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.48M in Q4 2025. 33 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Paladin Partners held 44,712 shares of iShares Core US Aggregate Bond ETF worth $4.23M as of Q3 2026.
  • Paladin Partners bought 3 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $291.
  • iShares Core US Aggregate Bond ETF made up 2.6% of Paladin Partners's portfolio in Q3 2026, its #10 holding.
  • Paladin Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's iShares Core US Aggregate Bond ETF position peaked at $4.48M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.