Simplex Trading
AGG icon

Simplex Trading’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Simplex Trading’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 		$807K Buy
+8,534
New +$829K ﹤0.01% 2987
2024
Q4 		– Sell
-4,707
Closed -$476K – 8392
2024
Q3 		$476K Buy
+4,707
New +$470K ﹤0.01% 3644
2024
Q1 		– Sell
-5,116
Closed -$507K – 8737
2023
Q4 		$507K Buy
5,116
+2,341
+84% +$223K ﹤0.01% 3682
2023
Q3 		$260K Buy
+2,775
New +$267K ﹤0.01% 4083
2022
Q4 		– Sell
-100
Closed -$9K – 9081
2022
Q3 		$9K Buy
+100
New +$10.1K ﹤0.01% 8292
2017
Q3 		– Sell
-10,763
Closed -$1.18M – 5802
2017
Q2 		$1.18M Buy
10,763
+6,547
+155% +$716K 0.05% 309
2017
Q1 		$457K Buy
+4,216
New +$456K 0.02% 721
2015
Q4 		– Sell
-230
Closed -$25K – 5302
2015
Q3 		$25K Sell
230
-666
-74% -$72.6K ﹤0.01% 2574
2015
Q2 		$97K Buy
+896
New +$98.6K 0.01% 1219

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Simplex Trading's AGG Position: Q3 2026 in Review

Simplex Trading opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 8,534 shares worth $807K. The stake represents ﹤0.01% of the portfolio and ranks #2987 among its holdings. This is a return to the name: Simplex Trading previously reported a position in AGG as recently as Q3 2024.

Simplex Trading first reported a position in AGG in Q2 2015 and has held it in 9 quarters since. The position peaked at $1.18M in Q2 2017. 1,589 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Simplex Trading held 8,534 shares of iShares Core US Aggregate Bond ETF worth $807K as of Q3 2026.
  • iShares Core US Aggregate Bond ETF was a new Simplex Trading position in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #2987 holding.
  • Simplex Trading first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and has held it in 9 quarters since.
  • Simplex Trading's iShares Core US Aggregate Bond ETF position peaked at $1.18M in Q2 2017.
  • 1,589 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.