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

TL 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	$241K	Buy	2,546 +21	+0.8%	+$2.04K	0.09%	46
2026 Q2	$248K	Buy	+2,525	New	+$250K	0.09%	42
2024 Q1	–	Sell	-4,168	Closed	-$414K	–	42
2023 Q4	$414K	Buy	+4,168	New	+$397K	0.21%	25
2023 Q1	–	Sell	-16,728	Closed	-$1.66M	–	44
2022 Q4	$1.66M	Buy	+16,728	New	+$1.62M	0.97%	12

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TL Private Wealth's AGG Position: Q3 2026 in Review

TL Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.83% in Q3 2026, buying an estimated $2.04K and bringing the position to 2,546 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #46.

TL Private Wealth first reported a position in AGG in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.66M in Q4 2022. 1,464 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

TL Private Wealth held 2,546 shares of iShares Core US Aggregate Bond ETF worth $241K as of Q3 2026.
TL Private Wealth bought 21 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $2.04K.
iShares Core US Aggregate Bond ETF made up 0.09% of TL Private Wealth's portfolio in Q3 2026, its #46 holding.
TL Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 4 quarters since.
TL Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.66M in Q4 2022.
1,464 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

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