Sapient Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sapient Capital’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	$279K	Buy	+2,952	New	+$287K	﹤0.01%	333

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

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Sapient Capital's AGG Position: Q3 2026 in Review

Sapient Capital opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 2,952 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings.

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

Sapient Capital held 2,952 shares of iShares Core US Aggregate Bond ETF worth $279K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Sapient Capital position in Q3 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #333 holding.
268 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.