Premier Path Wealth Partners
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Premier Path Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Premier Path Wealth Partners’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 		$1.03M Sell
10,866
-74,048
-87% -$7.19M 0.12% 161
2026
Q2 		$8.4M Buy
84,914
+6,964
+9% +$689K 0.97% 23
2026
Q1 		$7.74M Buy
77,950
+51,244
+192% +$5.13M 1.01% 23
2025
Q4 		$2.67M Buy
26,706
+15,581
+140% +$1.56M 0.34% 63
2025
Q3 		$1.12M Buy
11,125
+806
+8% +$80K 0.14% 168
2025
Q2 		$1.02M Buy
10,319
+4,312
+72% +$423K 0.14% 168
2025
Q1 		$594K Buy
6,007
+215
+4% +$21K 0.09% 214
2024
Q4 		$561K Buy
5,792
+433
+8% +$42.6K 0.09% 219
2024
Q3 		$543K Buy
5,359
+369
+7% +$36.8K 0.09% 225
2024
Q2 		$484K Buy
4,990
+2,023
+68% +$195K 0.08% 229
2024
Q1 		$322K Buy
+2,967
New +$290K 0.06% 263

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Premier Path Wealth Partners's AGG Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 87% in Q3 2026, selling an estimated $7.19M and leaving 10,866 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #161.

Premier Path Wealth Partners first reported a position in AGG in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.4M in Q2 2026. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Premier Path Wealth Partners held 10,866 shares of iShares Core US Aggregate Bond ETF worth $1.03M as of Q3 2026.
  • Premier Path Wealth Partners sold 74,048 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $7.19M.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Premier Path Wealth Partners's portfolio in Q3 2026, its #161 holding.
  • Premier Path Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $8.4M in Q2 2026.
  • 684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.