True Wealth Design’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

True Wealth Design’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	–	Sell	-89	Closed	-$8.81K	–	2590
2026 Q2	$8.81K	Hold	89	–	–	﹤0.01%	1110
2026 Q1	$8.84K	Sell	89 -521	-85%	-$52.1K	﹤0.01%	1011
2025 Q4	$60.9K	Buy	+610	New	+$61.2K	0.02%	286
2023 Q4	–	Sell	-142	Closed	-$13.4K	–	780
2023 Q3	$13.4K	Buy	+142	New	+$13.7K	﹤0.01%	194
2023 Q1	–	Sell	-439	Closed	-$42.6K	–	861
2022 Q4	$42.6K	Buy	+439	New	+$42.5K	0.02%	153

Other funds holding AGG

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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

VSQM

V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

True Wealth Design's AGG Position: Q3 2026 in Review

True Wealth Design sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 89 shares — an estimated $8.81K sold.

True Wealth Design first reported a position in AGG in Q4 2022 and held it in 5 quarters. The position peaked at $60.9K in Q4 2025. 312 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

True Wealth Design reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 89 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $8.81K.
True Wealth Design first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 5 quarters.
True Wealth Design's iShares Core US Aggregate Bond ETF position peaked at $60.9K in Q4 2025.
312 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.