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

Tactive 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 		$6.82M Buy
72,122
+34,687
+93% +$3.37M 1.64% 12
2026
Q2 		$3.71M Sell
37,435
-9,560
-20% -$946K 0.91% 24
2026
Q1 		$4.67M Buy
46,995
+6,526
+16% +$653K 1.32% 17
2025
Q4 		$4.04M Sell
40,469
-959
-2% -$96.2K 1.18% 21
2025
Q3 		$4.15M Buy
41,428
+22,058
+114% +$2.19M 1.17% 23
2025
Q2 		$1.92M Buy
+19,370
New +$1.9M 0.62% 40
2024
Q1 		$1.78M Sell
18,133
-14,810
-45% -$1.45M 0.94% 25
2023
Q4 		$3.27M Sell
32,943
-6,769
-17% -$644K 2.1% 14
2023
Q3 		$3.73M Buy
39,712
+13,071
+49% +$1.26M 3.22% 10
2023
Q2 		$2.61M Buy
26,641
+6,937
+35% +$686K 1.99% 13
2023
Q1 		$1.96M Buy
+19,704
New +$1.95M 1.46% 19

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Tactive Advisors's AGG Position: Q3 2026 in Review

Tactive Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 93% in Q3 2026, buying an estimated $3.37M and bringing the position to 72,122 shares worth $6.82M. The position accounts for 1.64% of the portfolio, ranked #12.

Tactive Advisors first reported a position in AGG in Q1 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Tactive Advisors held 72,122 shares of iShares Core US Aggregate Bond ETF worth $6.82M as of Q3 2026.
  • Tactive Advisors bought 34,687 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $3.37M.
  • iShares Core US Aggregate Bond ETF made up 1.64% of Tactive Advisors's portfolio in Q3 2026, its #12 holding.
  • Tactive Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.