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Steph & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Steph & Co’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 		$40.1K Buy
424
+84
+25% +$8.16K 0.01% 188
2026
Q2 		$33.7K Hold
340
– – 0.01% 199
2026
Q1 		$33.8K Sell
340
-176
-34% -$17.6K 0.01% 220
2025
Q4 		$51.5K Hold
516
– – 0.01% 186
2025
Q3 		$51.7K Hold
516
– – 0.02% 188
2025
Q2 		$51.2K Buy
516
+93
+22% +$9.11K 0.02% 182
2025
Q1 		$41.8K Hold
423
– – 0.02% 182
2024
Q4 		$41K Hold
423
– – 0.01% 185
2024
Q3 		$42.8K Hold
423
– – 0.01% 184
2024
Q2 		$41.1K Hold
423
– – 0.01% 179
2024
Q1 		$41.4K Sell
423
-735
-63% -$71.9K 0.01% 182
2023
Q4 		$115K Buy
1,158
+799
+223% +$76K 0.06% 133
2023
Q3 		$33.8K Hold
359
– – 0.02% 181
2023
Q2 		$35.2K Buy
359
+160
+80% +$15.8K 0.02% 171
2023
Q1 		$19.8K Hold
199
– – 0.01% 189
2022
Q4 		$19K Sell
199
-356
-64% -$34.4K 0.01% 195
2022
Q3 		$53K Hold
555
– – 0.04% 148
2022
Q2 		$56K Sell
555
-645
-54% -$66.3K 0.03% 148
2022
Q1 		$129K Buy
1,200
+645
+116% +$71K 0.08% 130
2021
Q4 		$63K Hold
555
– – 0.04% 177
2021
Q3 		$64K Buy
555
+144
+35% +$16.7K 0.04% 163
2021
Q2 		$47K Hold
411
– – 0.03% 165
2021
Q1 		$47K Hold
411
– – 0.03% 164
2020
Q4 		$49K Hold
411
– – 0.04% 161
2020
Q3 		$49K Buy
411
+76
+23% +$9.02K 0.05% 156
2020
Q2 		$40K Buy
335
+43
+15% +$5.03K 0.04% 158
2020
Q1 		$34K Sell
292
-132
-31% -$15K 0.04% 152
2019
Q4 		$48K Buy
+424
New +$47.8K 0.04% 171

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Steph & Co's AGG Position: Q3 2026 in Review

Steph & Co increased its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q3 2026, buying an estimated $8.16K and bringing the position to 424 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #188.

Steph & Co first reported a position in AGG in Q4 2019 and has held it in 28 quarters since. The position peaked at $129K in Q1 2022. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Steph & Co held 424 shares of iShares Core US Aggregate Bond ETF worth $40.1K as of Q3 2026.
  • Steph & Co bought 84 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $8.16K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Steph & Co's portfolio in Q3 2026, its #188 holding.
  • Steph & Co first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's iShares Core US Aggregate Bond ETF position peaked at $129K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.