Stewardship Advisors
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Stewardship Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stewardship Advisors’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 		– Sell
-7,575
Closed -$750K – 178
2026
Q2 		$750K Sell
7,575
-20,255
-73% -$2M 0.16% 67
2026
Q1 		$2.76M Sell
27,830
-8,747
-24% -$875K 0.63% 32
2025
Q4 		$3.65M Buy
36,577
+10,005
+38% +$1M 0.84% 30
2025
Q3 		$2.66M Buy
26,572
+1,487
+6% +$148K 0.63% 32
2025
Q2 		$2.49M Sell
25,085
-58
-0.2% -$5.68K 0.63% 32
2025
Q1 		$2.49M Buy
25,143
+8,811
+54% +$861K 0.67% 31
2024
Q4 		$1.58M Buy
16,332
+2,991
+22% +$295K 0.44% 38
2024
Q3 		$1.35M Buy
13,341
+710
+6% +$70.8K 0.38% 42
2024
Q2 		$1.23M Buy
12,631
+388
+3% +$37.5K 0.41% 38
2024
Q1 		$1.2M Buy
12,243
+823
+7% +$80.5K 0.41% 44
2023
Q4 		$1.13M Buy
11,420
+6,204
+119% +$590K 0.41% 32
2023
Q3 		$491K Buy
5,216
+1,068
+26% +$103K 0.19% 36
2023
Q2 		$406K Buy
+4,148
New +$410K 0.15% 36

Other funds holding AGG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
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

Stewardship Advisors's AGG Position: Q3 2026 in Review

Stewardship Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 7,575 shares — an estimated $750K sold.

Stewardship Advisors first reported a position in AGG in Q2 2023 and held it in 13 quarters. The position peaked at $3.65M in Q4 2025. 1,678 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Stewardship Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Stewardship Advisors sold 7,575 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $750K.
  • Stewardship Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and held it in 13 quarters.
  • Stewardship Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.65M in Q4 2025.
  • 1,678 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.