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Realta Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Realta Investment Advisors’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 		$1.16M Buy
12,300
+305
+3% +$29.6K 0.34% 78
2026
Q2 		$1.19M Sell
11,995
-395
-3% -$39.1K 0.37% 66
2026
Q1 		$1.23M Buy
12,390
+346
+3% +$34.6K 0.43% 59
2025
Q4 		$1.2M Buy
12,044
+717
+6% +$71.9K 0.39% 59
2025
Q3 		$1.14M Buy
11,327
+105
+0.9% +$10.4K 0.38% 62
2025
Q2 		$1.11M Sell
11,222
-1,106
-9% -$108K 0.44% 53
2025
Q1 		$1.22M Sell
12,328
-838
-6% -$81.9K 0.56% 44
2024
Q4 		$1.27M Sell
13,166
-6,322
-32% -$623K 0.52% 46
2024
Q3 		$1.94M Buy
19,488
+1,552
+9% +$155K 0.89% 25
2024
Q2 		$1.74M Buy
17,936
+9,613
+115% +$928K 0.34% 64
2024
Q1 		$815K Buy
8,323
+2,608
+46% +$255K 0.17% 142
2023
Q4 		$567K Sell
5,715
-2,697
-32% -$257K 0.13% 200
2023
Q3 		$824K Sell
8,412
-391
-4% -$37.7K 0.19% 122
2023
Q2 		$862K Buy
8,803
+464
+6% +$45.9K 0.19% 125
2023
Q1 		$831K Sell
8,339
-1,518
-15% -$150K 0.2% 128
2022
Q4 		$956K Sell
9,857
-189
-2% -$18.3K 0.23% 106
2022
Q3 		$968K Sell
10,046
-3,219
-24% -$326K 0.25% 92
2022
Q2 		$1.36M Sell
13,265
-3,724
-22% -$383K 0.33% 66
2022
Q1 		$1.82M Sell
16,989
-17,227
-50% -$1.9M 0.36% 58
2021
Q4 		$3.9M Sell
34,216
-1,402
-4% -$160K 0.86% 16
2021
Q3 		$4.09M Buy
35,618
+2,097
+6% +$243K 0.96% 17
2021
Q2 		$3.87M Sell
33,521
-923
-3% -$106K 0.92% 16
2021
Q1 		$3.92M Buy
34,444
+16,197
+89% +$1.88M 1.03% 14
2020
Q4 		$2.16M Buy
18,247
+9,978
+121% +$1.18M 0.61% 28
2020
Q3 		$976K Buy
8,269
+2,170
+36% +$257K 0.33% 69
2020
Q2 		$721K Buy
6,099
+1,918
+46% +$225K 0.24% 105
2020
Q1 		$482K Sell
4,181
-2,033
-33% -$232K 0.21% 138
2019
Q4 		$700K Buy
6,214
+1,222
+24% +$138K 0.19% 132
2019
Q3 		$563K Sell
4,992
-438
-8% -$49.2K 0.15% 159
2019
Q2 		$603K Buy
5,430
+2,345
+76% +$256K 0.17% 147
2019
Q1 		$337K Buy
+3,085
New +$331K 0.15% 188

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B 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
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Realta Investment Advisors's AGG Position: Q3 2026 in Review

Realta Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q3 2026, buying an estimated $29.6K and bringing the position to 12,300 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #78.

Realta Investment Advisors first reported a position in AGG in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.09M in Q3 2021. 312 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Realta Investment Advisors held 12,300 shares of iShares Core US Aggregate Bond ETF worth $1.16M as of Q3 2026.
  • Realta Investment Advisors bought 305 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $29.6K.
  • iShares Core US Aggregate Bond ETF made up 0.34% of Realta Investment Advisors's portfolio in Q3 2026, its #78 holding.
  • Realta Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Realta Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.09M in Q3 2021.
  • 312 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.