Rede Wealth
AGG icon

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

Rede 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 		$1.03M Buy
10,917
+333
+3% +$32.4K 0.34% 30
2026
Q2 		$1.05M Buy
10,584
+308
+3% +$30.5K 0.35% 31
2026
Q1 		$1.02M Sell
10,276
-3,708
-27% -$371K 0.37% 32
2025
Q4 		$1.4M Buy
+13,984
New +$1.4M 0.49% 23
2025
Q3 		– Sell
-14,378
Closed -$1.43M – 110
2025
Q2 		$1.43M Buy
14,378
+1,071
+8% +$105K 0.51% 21
2025
Q1 		$1.32M Sell
13,307
-8
-0.1% -$782 0.46% 21
2024
Q4 		$1.29M Sell
13,315
-652
-5% -$64.2K 0.49% 22
2024
Q3 		$1.41M Sell
13,967
-58
-0.4% -$5.79K 0.54% 20
2024
Q2 		$1.36M Buy
14,025
+329
+2% +$31.8K 1.25% 21
2024
Q1 		$1.34M Buy
13,696
+717
+6% +$70.2K 0.56% 22
2023
Q4 		$1.29M Sell
12,979
-8,575
-40% -$816K 0.61% 21
2023
Q3 		$2.03M Sell
21,554
-1,083
-5% -$104K 1.02% 14
2023
Q2 		$2.22M Sell
22,637
-917
-4% -$90.6K 1.05% 15
2023
Q1 		$2.35M Buy
23,554
+3,770
+19% +$373K 1.22% 13
2022
Q4 		$1.92M Sell
19,784
-6,571
-25% -$636K 1.03% 15
2022
Q3 		$2.54M Buy
26,355
+1,835
+7% +$186K 1.51% 8
2022
Q2 		$2.49M Buy
+24,520
New +$2.52M 1.45% 10

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
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B 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
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Rede Wealth's AGG Position: Q3 2026 in Review

Rede Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.1% in Q3 2026, buying an estimated $32.4K and bringing the position to 10,917 shares worth $1.03M. The position accounts for 0.34% of the portfolio, ranked #30.

Rede Wealth first reported a position in AGG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.54M in Q3 2022. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Rede Wealth held 10,917 shares of iShares Core US Aggregate Bond ETF worth $1.03M as of Q3 2026.
  • Rede Wealth bought 333 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $32.4K.
  • iShares Core US Aggregate Bond ETF made up 0.34% of Rede Wealth's portfolio in Q3 2026, its #30 holding.
  • Rede Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Rede Wealth's iShares Core US Aggregate Bond ETF position peaked at $2.54M in Q3 2022.
  • 684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.