PWA
AGG icon

Portus Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Portus Wealth Advisors’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 		$324K Sell
3,427
-488
-12% -$47.4K 0.27% 43
2026
Q2 		$388K Sell
3,915
-254
-6% -$25.1K 0.32% 40
2026
Q1 		$414K Sell
4,169
-3,353
-45% -$335K 0.39% 35
2025
Q4 		$751K Sell
7,522
-1,129
-13% -$113K 0.71% 32
2025
Q3 		$867K Buy
+8,651
New +$858K 0.86% 32

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
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
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Portus Wealth Advisors's AGG Position: Q3 2026 in Review

Portus Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q3 2026, selling an estimated $47.4K and leaving 3,427 shares worth $324K. The position accounts for 0.27% of the portfolio, ranked #43.

Portus Wealth Advisors first reported a position in AGG in Q3 2025 and has held it in 5 quarters since. The position peaked at $867K in Q3 2025. 170 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Portus Wealth Advisors held 3,427 shares of iShares Core US Aggregate Bond ETF worth $324K as of Q3 2026.
  • Portus Wealth Advisors sold 488 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $47.4K.
  • iShares Core US Aggregate Bond ETF made up 0.27% of Portus Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • Portus Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $867K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.