Penney Financial
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Penney Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Penney Financial’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 		– Sell
-2,049
Closed -$203K – 45
2026
Q2 		$203K Sell
2,049
-43,205
-95% -$4.27M 0.07% 53
2026
Q1 		$4.49M Buy
45,254
+806
+2% +$80.6K 1.72% 16
2025
Q4 		$4.44M Buy
44,448
+2,743
+7% +$275K 1.71% 15
2025
Q3 		$4.18M Buy
41,705
+1,539
+4% +$153K 1.87% 13
2025
Q2 		$3.98M Buy
40,166
+30,202
+303% +$2.96M 2.03% 13
2025
Q1 		$986K Buy
9,964
+685
+7% +$67K 0.65% 15
2024
Q4 		$899K Buy
9,279
+398
+4% +$39.2K 0.6% 15
2024
Q3 		$899K Sell
8,881
-412
-4% -$41.1K 0.61% 15
2024
Q2 		$902K Sell
9,293
-397
-4% -$38.3K 0.66% 15
2024
Q1 		$949K Sell
9,690
-941
-9% -$92.1K 0.7% 14
2023
Q4 		$1.06M Buy
+10,631
New +$1.01M 0.87% 15

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

Penney Financial's AGG Position: Q3 2026 in Review

Penney Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 2,049 shares — an estimated $203K sold.

Penney Financial first reported a position in AGG in Q4 2023 and held it in 11 quarters. The position peaked at $4.49M in Q1 2026. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Penney Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Penney Financial sold 2,049 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $203K.
  • Penney Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 11 quarters.
  • Penney Financial's iShares Core US Aggregate Bond ETF position peaked at $4.49M in Q1 2026.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.