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

Sunesis 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 		$20.1M Buy
212,227
+10,887
+5% +$1.06M 10.42% 3
2026
Q2 		$19.9M Sell
201,340
-3,614
-2% -$358K 8.24% 3
2026
Q1 		$20.3M Buy
204,954
+22,251
+12% +$2.23M 9.2% 2
2025
Q4 		$18.2M Buy
182,703
+18,345
+11% +$1.84M 8.26% 2
2025
Q3 		$16.5M Buy
+164,358
New +$16.3M 7.7% 3
2025
Q1 		$14.8M Sell
149,426
-459
-0.3% -$44.9K 8.02% 3
2024
Q4 		$14.5M Buy
149,885
+9,800
+7% +$965K 8.83% 2
2024
Q3 		$14.2M Buy
140,085
+8,471
+6% +$845K 8.55% 2
2024
Q2 		$12.8M Buy
131,614
+4,375
+3% +$422K 7.59% 2
2024
Q1 		$12.5M Buy
127,239
+10,963
+9% +$1.07M 7.29% 2
2023
Q4 		$11.5M Sell
116,276
-42,608
-27% -$4.05M 7.03% 2
2023
Q3 		$14.9M Buy
+158,884
New +$15.3M 10.6% 2
2023
Q1 		$14.5M Buy
145,882
+84
+0.1% +$8.3K 10.46% 2
2022
Q4 		$14.1M Sell
145,798
-40
-0% -$3.87K 9.05% 3
2022
Q3 		$14M Buy
145,838
+27,389
+23% +$2.77M 9.67% 2
2022
Q2 		$12M Buy
118,449
+12,351
+12% +$1.27M 7.83% 3
2022
Q1 		$11.4M Buy
106,098
+790
+0.8% +$86.9K 6.58% 3
2021
Q4 		$12M Hold
105,308
– – 8.81% 2
2021
Q3 		$12.1M Buy
105,308
+11,339
+12% +$1.31M 9.34% 2
2021
Q2 		$10.8M Buy
93,969
+13
+0% +$1.49K 8.3% 2
2021
Q1 		$10.7M Buy
93,956
+5
+0% +$579 8.55% 2
2020
Q4 		$11.1M Hold
93,951
– – 8.98% 2
2020
Q3 		$11.1M Buy
93,951
+1,524
+2% +$181K 9.87% 2
2020
Q2 		$10.9M Sell
92,427
-1,981
-2% -$232K 10.06% 2
2020
Q1 		$10.9M Sell
94,408
-289
-0.3% -$32.9K 10.96% 2
2019
Q4 		$10.6M Sell
94,697
-800
-0.8% -$90.2K 9.69% 2
2019
Q3 		$10.8M Sell
95,497
-444
-0.5% -$49.9K 11.22% 2
2019
Q2 		$10.7M Sell
95,941
-27,532
-22% -$3.01M 11.45% 2
2019
Q1 		$13.5M Sell
123,473
-694
-0.6% -$74.4K 13.57% 2
2018
Q4 		$13.2M Buy
124,167
+8,748
+8% +$918K 14.43% 2
2018
Q3 		$12.2M Buy
115,419
+21,451
+23% +$2.28M 12.29% 2
2018
Q2 		$10M Buy
+93,968
New +$10M 12.26% 3

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Sunesis Advisors's AGG Position: Q3 2026 in Review

Sunesis Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.4% in Q3 2026, buying an estimated $1.06M and bringing the position to 212,227 shares worth $20.1M. The position accounts for 10.42% of the portfolio, ranked #3.

Sunesis Advisors first reported a position in AGG in Q2 2018 and has held it in 32 quarters since. The position peaked at $20.3M in Q1 2026. 1,382 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Sunesis Advisors held 212,227 shares of iShares Core US Aggregate Bond ETF worth $20.1M as of Q3 2026.
  • Sunesis Advisors bought 10,887 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.06M.
  • iShares Core US Aggregate Bond ETF made up 10.42% of Sunesis Advisors's portfolio in Q3 2026, its #3 holding.
  • Sunesis Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Sunesis Advisors's iShares Core US Aggregate Bond ETF position peaked at $20.3M in Q1 2026.
  • 1,382 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.