Thrive Wealth Management
AGG icon

Thrive Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Thrive Wealth Management’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 		$286K Sell
3,027
-3,510
-54% -$341K 0.04% 203
2026
Q2 		$647K Buy
6,537
+16
+0.2% +$1.58K 0.08% 116
2026
Q1 		$647K Sell
6,521
-2,397
-27% -$240K 0.1% 102
2025
Q4 		$891K Sell
8,918
-2,292
-20% -$230K 0.13% 88
2025
Q3 		$1.12M Sell
11,210
-19,278
-63% -$1.91M 0.17% 66
2025
Q2 		$3.02M Buy
+30,488
New +$2.99M 0.49% 29
2025
Q1 		– Sell
-6,644
Closed -$644K – 221
2024
Q4 		$644K Buy
+6,644
New +$654K 0.12% 97
2022
Q4 		– Sell
-7,923
Closed -$763K – 162
2022
Q3 		$763K Buy
+7,923
New +$801K 0.27% 46
2022
Q2 		– Sell
-6,401
Closed -$686K – 149
2022
Q1 		$686K Buy
+6,401
New +$704K 0.2% 56

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Thrive Wealth Management's AGG Position: Q3 2026 in Review

Thrive Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 54% in Q3 2026, selling an estimated $341K and leaving 3,027 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #203.

Thrive Wealth Management first reported a position in AGG in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.02M in Q2 2025. 627 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Thrive Wealth Management held 3,027 shares of iShares Core US Aggregate Bond ETF worth $286K as of Q3 2026.
  • Thrive Wealth Management sold 3,510 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $341K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #203 holding.
  • Thrive Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 9 quarters since.
  • Thrive Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.02M in Q2 2025.
  • 627 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.