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

PUREfi Wealth’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	$2.11M	Buy	22,319 +1,428	+7%	+$139K	0.99%	23
2026 Q2	$2.07M	Buy	20,891 +1,900	+10%	+$188K	1.14%	17
2026 Q1	$1.89M	Buy	18,991 +6,285	+49%	+$629K	1.24%	17
2025 Q4	$1.27M	Buy	12,706 +3,232	+34%	+$324K	0.97%	25
2025 Q3	$950K	Buy	9,474 +528	+6%	+$52.4K	0.73%	35
2025 Q2	$887K	Buy	8,946 +3,758	+72%	+$368K	0.71%	35
2025 Q1	$513K	Buy	+5,188	New	+$507K	0.51%	54

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PUREfi Wealth's AGG Position: Q3 2026 in Review

PUREfi Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.8% in Q3 2026, buying an estimated $139K and bringing the position to 22,319 shares worth $2.11M. The position accounts for 0.99% of the portfolio, ranked #23.

PUREfi Wealth first reported a position in AGG in Q1 2025 and has held it in 7 quarters since. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

PUREfi Wealth held 22,319 shares of iShares Core US Aggregate Bond ETF worth $2.11M as of Q3 2026.
PUREfi Wealth bought 1,428 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $139K.
iShares Core US Aggregate Bond ETF made up 0.99% of PUREfi Wealth's portfolio in Q3 2026, its #23 holding.
PUREfi Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.