Sincerus Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sincerus Advisory’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	$5.67M	Buy	59,978 +3,889	+7%	+$378K	3.7%	5
2026 Q2	$5.55M	Buy	56,089 +7,219	+15%	+$714K	3.77%	5
2026 Q1	$4.85M	Buy	48,870 +10,431	+27%	+$1.04M	3.68%	5
2025 Q4	$3.84M	Buy	38,439 +2,533	+7%	+$254K	3.09%	8
2025 Q3	$3.6M	Buy	35,906 +4,097	+13%	+$406K	3.08%	7
2025 Q2	$3.13M	Buy	31,809 +1,052	+3%	+$103K	2.94%	7
2025 Q1	$3.04M	Buy	30,757 +701	+2%	+$68.5K	3.21%	7
2024 Q4	$2.91M	Buy	+30,056	New	+$2.96M	3.12%	7

Other funds holding AGG

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

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

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Sincerus Advisory's AGG Position: Q3 2026 in Review

Sincerus Advisory increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.9% in Q3 2026, buying an estimated $378K and bringing the position to 59,978 shares worth $5.67M. The position accounts for 3.7% of the portfolio, ranked #5.

Sincerus Advisory first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. 948 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Sincerus Advisory held 59,978 shares of iShares Core US Aggregate Bond ETF worth $5.67M as of Q3 2026.
Sincerus Advisory bought 3,889 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $378K.
iShares Core US Aggregate Bond ETF made up 3.7% of Sincerus Advisory's portfolio in Q3 2026, its #5 holding.
Sincerus Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
948 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.