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Toth Financial Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Toth Financial Advisory’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 		$68.9K Hold
729
– – 0.01% 338
2026
Q2 		$72.2K Sell
729
-28
-4% -$2.77K 0.01% 337
2026
Q1 		$75.1K Sell
757
-100
-12% -$10K 0.01% 310
2025
Q4 		$85.6K Sell
857
-30
-3% -$3.01K 0.01% 278
2025
Q3 		$88.9K Buy
887
+551
+164% +$54.7K 0.01% 280
2025
Q2 		$33.3K Sell
336
-260
-44% -$25.5K ﹤0.01% 369
2025
Q1 		$59K Sell
596
-645
-52% -$63.1K 0.01% 277
2024
Q4 		$120K Sell
1,241
-50
-4% -$4.92K 0.01% 225
2024
Q3 		$131K Sell
1,291
-110
-8% -$11K 0.02% 219
2024
Q2 		$136K Sell
1,401
-105
-7% -$10.1K 0.02% 220
2024
Q1 		$147K Sell
1,506
-457
-23% -$44.7K 0.02% 213
2023
Q4 		$195K Hold
1,963
– – 0.03% 206
2023
Q3 		$185K Buy
1,963
+23
+1% +$2.21K 0.03% 194
2023
Q2 		$190K Sell
1,940
-8
-0.4% -$791 0.03% 199
2023
Q1 		$194K Buy
1,948
+1,346
+224% +$133K 0.03% 188
2022
Q4 		$58.4K Sell
602
-100
-14% -$9.67K 0.01% 262
2022
Q3 		$68K Hold
702
– – 0.01% 245
2022
Q2 		$71K Sell
702
-644
-48% -$66.2K 0.01% 239
2022
Q1 		$144K Buy
1,346
+53
+4% +$5.83K 0.02% 206
2021
Q4 		$148K Sell
1,293
-11
-0.8% -$1.26K 0.02% 218
2021
Q3 		$150K Buy
1,304
+484
+59% +$56.1K 0.02% 213
2021
Q2 		$95K Buy
820
+10
+1% +$1.15K 0.01% 223
2021
Q1 		$92K Sell
810
-335
-29% -$38.8K 0.01% 233
2020
Q4 		$135K Buy
1,145
+123
+12% +$14.5K 0.02% 204
2020
Q3 		$121K Sell
1,022
-17
-2% -$2.02K 0.02% 202
2020
Q2 		$123K Sell
1,039
-2
-0.2% -$234 0.03% 181
2020
Q1 		$120K Sell
1,041
-102
-9% -$11.6K 0.03% 140
2019
Q4 		$128K Buy
1,143
+2
+0.2% +$225 0.03% 170
2019
Q3 		$129K Buy
1,141
+150
+15% +$16.9K 0.03% 182
2019
Q2 		$110K Sell
991
-115
-10% -$12.6K 0.02% 180
2019
Q1 		$121K Sell
1,106
-350
-24% -$37.5K 0.03% 167
2018
Q4 		$155K Sell
1,456
-919
-39% -$96.4K 0.04% 135
2018
Q3 		$251K Sell
2,375
-34
-1% -$3.61K 0.06% 142
2018
Q2 		$256K Sell
2,409
-325
-12% -$34.5K 0.06% 140
2018
Q1 		$293K Buy
2,734
+296
+12% +$31.8K 0.07% 136
2017
Q4 		$267K Buy
+2,438
New +$267K 0.06% 138

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

Toth Financial Advisory's AGG Position: Q3 2026 in Review

Toth Financial Advisory held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 729 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #338.

Toth Financial Advisory first reported a position in AGG in Q4 2017 and has held it in 36 quarters since. The position peaked at $293K in Q1 2018. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Toth Financial Advisory held 729 shares of iShares Core US Aggregate Bond ETF worth $68.9K as of Q3 2026.
  • Toth Financial Advisory left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #338 holding.
  • Toth Financial Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 36 quarters since.
  • Toth Financial Advisory's iShares Core US Aggregate Bond ETF position peaked at $293K in Q1 2018.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.