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Titleist Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Titleist Asset 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 		$1.21M Buy
12,826
+89
+0.7% +$8.65K 0.08% 179
2026
Q2 		$1.26M Buy
12,737
+1,607
+14% +$159K 0.08% 168
2026
Q1 		$1.1M Buy
11,130
+2,561
+30% +$256K 0.08% 167
2025
Q4 		$856K Buy
8,569
+954
+13% +$95.7K 0.07% 164
2025
Q3 		$763K Buy
7,615
+791
+12% +$78.5K 0.07% 165
2025
Q2 		$677K Buy
6,824
+635
+10% +$62.2K 0.07% 173
2025
Q1 		$612K Sell
6,189
-4,780
-44% -$467K 0.07% 163
2024
Q4 		$1.06M Buy
10,969
+1,918
+21% +$189K 0.12% 126
2024
Q3 		$917K Buy
9,051
+995
+12% +$99.3K 0.13% 122
2024
Q2 		$782K Buy
8,056
+1,252
+18% +$121K 0.12% 125
2024
Q1 		$666K Sell
6,804
-4,083
-38% -$400K 0.12% 125
2023
Q4 		$1.08M Buy
10,887
+186
+2% +$17.7K 0.2% 91
2023
Q3 		$1.01M Sell
10,701
-4,626
-30% -$446K 0.21% 94
2023
Q2 		$1.5M Sell
15,327
-723
-5% -$71.5K 0.3% 73
2023
Q1 		$1.6M Buy
+16,050
New +$1.59M 0.34% 64

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Titleist Asset Management's AGG Position: Q3 2026 in Review

Titleist Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.7% in Q3 2026, buying an estimated $8.65K and bringing the position to 12,826 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #179.

Titleist Asset Management first reported a position in AGG in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2023. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Titleist Asset Management held 12,826 shares of iShares Core US Aggregate Bond ETF worth $1.21M as of Q3 2026.
  • Titleist Asset Management bought 89 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $8.65K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Titleist Asset Management's portfolio in Q3 2026, its #179 holding.
  • Titleist Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Titleist Asset Management's iShares Core US Aggregate Bond ETF position peaked at $1.6M in Q1 2023.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.