Peterson Wealth Services
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Peterson Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Peterson Wealth Services’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 		$1.05M Buy
11,072
+825
+8% +$80.1K 0.22% 73
2026
Q2 		$1.01M Buy
10,247
+4,043
+65% +$400K 0.22% 78
2026
Q1 		$616K Buy
6,204
+257
+4% +$25.7K 0.15% 87
2025
Q4 		$594K Buy
5,947
+4,987
+519% +$500K 0.15% 88
2025
Q3 		$564K Sell
960
-4,728
-83% -$469K 0.14% 91
2025
Q2 		$564K Buy
5,688
+149
+3% +$14.6K 0.15% 88
2025
Q1 		$548K Buy
5,539
+2,553
+85% +$250K 0.17% 87
2024
Q4 		$289K Sell
2,986
-159
-5% -$15.7K 0.09% 106
2024
Q3 		$318K Sell
3,145
-256
-8% -$25.5K 0.1% 104
2024
Q2 		$330K Sell
3,401
-1,016
-23% -$98.1K 0.12% 102
2024
Q1 		$433K Sell
4,417
-563
-11% -$55.1K 0.16% 93
2023
Q4 		$494K Buy
+4,980
New +$474K 0.21% 62
2023
Q3 		– Sell
-5,049
Closed -$495K – 65
2023
Q2 		$495K Sell
5,049
-3,093
-38% -$306K 0.24% 66
2023
Q1 		$811K Buy
8,142
+318
+4% +$31.4K 0.42% 67
2022
Q4 		$759K Buy
7,824
+5,566
+247% +$538K 0.43% 58
2022
Q3 		$218K Sell
2,258
-92
-4% -$9.3K 0.15% 82
2022
Q2 		$239K Buy
+2,350
New +$241K 0.17% 79

Other funds holding AGG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Peterson Wealth Services's AGG Position: Q3 2026 in Review

Peterson Wealth Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.1% in Q3 2026, buying an estimated $80.1K and bringing the position to 11,072 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #73.

Peterson Wealth Services first reported a position in AGG in Q2 2022 and has held it in 17 quarters since. 1,681 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Peterson Wealth Services held 11,072 shares of iShares Core US Aggregate Bond ETF worth $1.05M as of Q3 2026.
  • Peterson Wealth Services bought 825 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $80.1K.
  • iShares Core US Aggregate Bond ETF made up 0.22% of Peterson Wealth Services's portfolio in Q3 2026, its #73 holding.
  • Peterson Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,681 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.