Private Client Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Private Client 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	$7.71M	Buy	81,544 +4,199	+5%	+$408K	2.07%	11
2026 Q2	$7.66M	Buy	77,345 +626	+0.8%	+$61.9K	2.01%	13
2026 Q1	$7.62M	Sell	76,719 -833	-1%	-$83.3K	2.28%	10
2025 Q4	$7.75M	Buy	77,552 +8,518	+12%	+$855K	2.42%	8
2025 Q3	$6.92M	Buy	69,034 +30,982	+81%	+$3.07M	2.32%	7
2025 Q2	$3.77M	Buy	38,052 +15,441	+68%	+$1.51M	1.47%	14
2025 Q1	$2.24M	Buy	22,611 +7,308	+48%	+$714K	1.11%	24
2024 Q4	$1.48M	Sell	15,303 -3,298	-18%	-$325K	0.8%	34
2024 Q3	$1.88M	Buy	18,601 +3,018	+19%	+$301K	1.01%	30
2024 Q2	$1.51M	Buy	15,583 +639	+4%	+$61.7K	0.95%	33
2024 Q1	$1.46M	Buy	14,944 +2,645	+22%	+$259K	0.98%	34
2023 Q4	$1.22M	Buy	+12,299	New	+$1.17M	1%	26

Other funds holding AGG

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

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

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

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

Private Client Services's AGG Position: Q3 2026 in Review

Private Client Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.4% in Q3 2026, buying an estimated $408K and bringing the position to 81,544 shares worth $7.71M. The position accounts for 2.07% of the portfolio, ranked #11.

Private Client Services first reported a position in AGG in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.75M in Q4 2025. 163 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Private Client Services held 81,544 shares of iShares Core US Aggregate Bond ETF worth $7.71M as of Q3 2026.
Private Client Services bought 4,199 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $408K.
iShares Core US Aggregate Bond ETF made up 2.07% of Private Client Services's portfolio in Q3 2026, its #11 holding.
Private Client Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Private Client Services's iShares Core US Aggregate Bond ETF position peaked at $7.75M in Q4 2025.
163 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.