RDA Financial Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RDA Financial Network’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	–	Sell	-3,089	Closed	-$306K	–	268
2026 Q2	$306K	Buy	+3,089	New	+$306K	0.07%	219
2023 Q4	–	Sell	-4,503	Closed	-$423K	–	228
2023 Q3	$423K	Buy	+4,503	New	+$434K	0.18%	124
2020 Q1	–	Sell	-2,140	Closed	-$245K	–	193
2019 Q4	$245K	Sell	2,140 -140	-6%	-$15.8K	0.1%	209
2019 Q3	$257K	Buy	+2,280	New	+$256K	0.11%	188

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

RDA Financial Network's AGG Position: Q3 2026 in Review

RDA Financial Network sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 3,089 shares — an estimated $306K sold.

RDA Financial Network first reported a position in AGG in Q3 2019 and held it in 4 quarters. The position peaked at $423K in Q3 2023. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

RDA Financial Network reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
RDA Financial Network sold 3,089 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $306K.
RDA Financial Network first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 4 quarters.
RDA Financial Network's iShares Core US Aggregate Bond ETF position peaked at $423K in Q3 2023.
684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.