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

Ted Buchan & 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 		$26.8M Buy
283,243
+5,266
+2% +$512K 8.84% 1
2026
Q2 		$27.5M Buy
277,977
+5,986
+2% +$592K 9% 1
2026
Q1 		$27M Buy
271,991
+47,215
+21% +$4.72M 9.81% 1
2025
Q4 		$22.5M Buy
224,776
+14,013
+7% +$1.41M 8.24% 1
2025
Q3 		$21.1M Buy
210,763
+10,025
+5% +$995K 8.28% 1
2025
Q2 		$19.9M Buy
200,738
+7,961
+4% +$780K 7.92% 1
2025
Q1 		$19.1M Sell
192,777
-1,003
-0.5% -$98.1K 9.02% 1
2024
Q4 		$18.8M Buy
193,780
+5,233
+3% +$515K 8.87% 1
2024
Q3 		$19.1M Buy
188,547
+21,646
+13% +$2.16M 9.06% 1
2024
Q2 		$16.2M Buy
166,901
+105,884
+174% +$10.2M 8.69% 1
2024
Q1 		$5.98M Buy
+61,017
New +$5.97M 3.67% 9

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

Ted Buchan & Co's AGG Position: Q3 2026 in Review

Ted Buchan & Co increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q3 2026, buying an estimated $512K and bringing the position to 283,243 shares worth $26.8M. The position accounts for 8.84% of the portfolio, ranked #1.

Ted Buchan & Co first reported a position in AGG in Q1 2024 and has held it in 11 quarters since. The position peaked at $27.5M in Q2 2026. 1,663 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Ted Buchan & Co held 283,243 shares of iShares Core US Aggregate Bond ETF worth $26.8M as of Q3 2026.
  • Ted Buchan & Co bought 5,266 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $512K.
  • iShares Core US Aggregate Bond ETF made up 8.84% of Ted Buchan & Co's portfolio in Q3 2026, its #1 holding.
  • Ted Buchan & Co first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Ted Buchan & Co's iShares Core US Aggregate Bond ETF position peaked at $27.5M in Q2 2026.
  • 1,663 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.