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

Roxbury Financial’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	$7.12K	Buy	+75	New	+$7.29K	0.01%	349

Other funds holding AGG

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

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Roxbury Financial's AGG Position: Q3 2026 in Review

Roxbury Financial opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 75 shares worth $7.12K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings.

12 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Roxbury Financial held 75 shares of iShares Core US Aggregate Bond ETF worth $7.12K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Roxbury Financial position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #349 holding.
12 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.