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

Selective Wealth Management’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	$480K	Hold	5,029	–	–	0.11%	89
2026 Q2	$494K	Sell	5,029 -123	-2%	-$12.2K	0.13%	82
2026 Q1	$510K	Buy	+5,152	New	+$515K	0.15%	76
2022 Q4	–	Sell	-282	Closed	-$27K	–	144
2022 Q3	$27K	Hold	282	–	–	0.01%	379
2022 Q2	$29K	Buy	+282	New	+$29K	0.01%	408
2021 Q4	–	Sell	-32	Closed	-$4K	–	659
2021 Q3	$4K	Buy	+32	New	+$3.71K	﹤0.01%	504
2021 Q1	–	Sell	-266	Closed	-$31K	–	387
2020 Q4	$31K	Buy	+266	New	+$31.3K	0.02%	142

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Selective Wealth Management's AGG Position: Q3 2026 in Review

Selective Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 5,029 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #89.

Selective Wealth Management first reported a position in AGG in Q4 2020 and has held it in 7 quarters since. The position peaked at $510K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Selective Wealth Management held 5,029 shares of iShares Core US Aggregate Bond ETF worth $480K as of Q3 2026.
Selective Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.11% of Selective Wealth Management's portfolio in Q3 2026, its #89 holding.
Selective Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 7 quarters since.
Selective Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $510K in Q1 2026.
1,285 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.