Third View Private Wealth
AGG icon

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

Third View 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 		$1.36M Buy
14,421
+4,538
+46% +$441K 0.16% 106
2026
Q2 		$978K Buy
+9,883
New +$978K 0.12% 136

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

Third View Private Wealth's AGG Position: Q3 2026 in Review

Third View Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 46% in Q3 2026, buying an estimated $441K and bringing the position to 14,421 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #106.

Third View Private Wealth first reported a position in AGG in Q2 2026 and has held it in 2 quarters since. 1,291 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Third View Private Wealth held 14,421 shares of iShares Core US Aggregate Bond ETF worth $1.36M as of Q3 2026.
  • Third View Private Wealth bought 4,538 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $441K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Third View Private Wealth's portfolio in Q3 2026, its #106 holding.
  • Third View Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.