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Three Bearings Fiduciary Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Three Bearings Fiduciary 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
Q2 		$256K Hold
2,585
– – 0.23% 43
2026
Q1 		$257K Hold
2,585
– – 0.25% 42
2025
Q4 		$259K Buy
+2,585
New +$259K 0.24% 42

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

Three Bearings Fiduciary Advisors's AGG Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,585 shares worth $256K. The position accounts for 0.23% of the portfolio, ranked #43.

Three Bearings Fiduciary Advisors first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $259K in Q4 2025. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 2,585 shares of iShares Core US Aggregate Bond ETF worth $256K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.23% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #43 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares Core US Aggregate Bond ETF position peaked at $259K in Q4 2025.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.