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

Pioneer Wealth Management Group’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 		$431K Buy
4,558
+3
+0.1% +$291 0.1% 43
2026
Q2 		$451K Buy
+4,555
New +$451K 0.11% 42
2025
Q2 		– Sell
-2,309
Closed -$228K – 46
2025
Q1 		$228K Buy
+2,309
New +$226K 0.1% 34

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Pioneer Wealth Management Group's AGG Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.07% in Q3 2026, buying an estimated $291 and bringing the position to 4,558 shares worth $431K. The position accounts for 0.1% of the portfolio, ranked #43.

Pioneer Wealth Management Group first reported a position in AGG in Q1 2025 and has held it in 3 quarters since. The position peaked at $451K in Q2 2026. 207 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Pioneer Wealth Management Group held 4,558 shares of iShares Core US Aggregate Bond ETF worth $431K as of Q3 2026.
  • Pioneer Wealth Management Group bought 3 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $291.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #43 holding.
  • Pioneer Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Pioneer Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $451K in Q2 2026.
  • 207 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.