Surience Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Surience Private Wealth’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	$518K	Buy	+5,480	New	+$532K	0.5%	33
2025 Q4	–	Sell	-26,569	Closed	-$2.66M	–	34
2025 Q3	$2.66M	Buy	+26,569	New	+$2.64M	2.44%	15
2025 Q2	–	Sell	-2,693	Closed	-$266K	–	31
2025 Q1	$266K	Buy	2,693 +189	+8%	+$18.5K	0.46%	26
2024 Q4	$243K	Hold	2,504	–	–	0.31%	23
2024 Q3	$254K	Hold	2,504	–	–	0.26%	26
2024 Q2	$243K	Buy	+2,504	New	+$242K	0.31%	26

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Surience Private Wealth's AGG Position: Q3 2026 in Review

Surience Private Wealth opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 5,480 shares worth $518K. The stake represents 0.5% of the portfolio and ranks #33 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in AGG as recently as Q3 2025.

Surience Private Wealth first reported a position in AGG in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.66M in Q3 2025. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Surience Private Wealth held 5,480 shares of iShares Core US Aggregate Bond ETF worth $518K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Surience Private Wealth position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.5% of Surience Private Wealth's portfolio in Q3 2026, its #33 holding.
Surience Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 6 quarters since.
Surience Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $2.66M in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.