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

Parkshore 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	$280K	Buy	2,966 +16	+0.5%	+$1.55K	0.07%	60
2026 Q2	$292K	Sell	2,950 -93	-3%	-$9.2K	0.08%	59
2026 Q1	$302K	Sell	3,043 -175	-5%	-$17.5K	0.1%	57
2025 Q4	$321K	Buy	3,218 +22	+0.7%	+$2.21K	0.12%	53
2025 Q3	$320K	Buy	3,196 +2	+0.1%	+$198	0.13%	53
2025 Q2	$317K	Buy	3,194 +2	+0.1%	+$196	0.15%	49
2025 Q1	$316K	Buy	3,192 +1	+0%	+$98	0.18%	51
2024 Q4	$309K	Buy	+3,191	New	+$314K	0.19%	51

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Parkshore Wealth Management's AGG Position: Q3 2026 in Review

Parkshore Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.54% in Q3 2026, buying an estimated $1.55K and bringing the position to 2,966 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #60.

Parkshore Wealth Management first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $321K in Q4 2025. 1,291 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Parkshore Wealth Management held 2,966 shares of iShares Core US Aggregate Bond ETF worth $280K as of Q3 2026.
Parkshore Wealth Management bought 16 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.55K.
iShares Core US Aggregate Bond ETF made up 0.07% of Parkshore Wealth Management's portfolio in Q3 2026, its #60 holding.
Parkshore Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $321K in Q4 2025.
1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.