Putney Financial Group
AGG icon

Putney Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Putney Financial 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 		$14.1K Buy
+149
New +$14.5K 0.01% 212
2026
Q2 		– Sell
-3,549
Closed -$352K – 81
2026
Q1 		$352K Sell
3,549
-1,298
-27% -$130K 0.35% 51
2025
Q4 		$484K Sell
4,847
-2,980
-38% -$299K 0.45% 36
2025
Q3 		$785K Buy
+7,827
New +$777K 0.78% 25

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Putney Financial Group's AGG Position: Q3 2026 in Review

Putney Financial Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 149 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Putney Financial Group previously reported a position in AGG as recently as Q1 2026.

Putney Financial Group first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $785K in Q3 2025. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Putney Financial Group held 149 shares of iShares Core US Aggregate Bond ETF worth $14.1K as of Q3 2026.
  • iShares Core US Aggregate Bond ETF was a new Putney Financial Group position in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Putney Financial Group's portfolio in Q3 2026, its #212 holding.
  • Putney Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Putney Financial Group's iShares Core US Aggregate Bond ETF position peaked at $785K in Q3 2025.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.