TVPW
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
Q2 		$978K Buy
+9,883
New +$978K 0.12% 136

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Third View Private Wealth's AGG Position: Q2 2026 in Review

Third View Private Wealth opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 9,883 shares worth $978K. The stake represents 0.12% of the portfolio and ranks #136 among its holdings.

1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Third View Private Wealth held 9,883 shares of iShares Core US Aggregate Bond ETF worth $978K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Third View Private Wealth position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Third View Private Wealth's portfolio in Q2 2026, its #136 holding.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.