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TrueFG’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TrueFG’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 		$563K Sell
5,950
-488
-8% -$47.4K 0.13% 40
2026
Q2 		$637K Sell
6,438
-10
-0.2% -$989 0.15% 33
2026
Q1 		$640K Buy
6,448
+155
+2% +$15.5K 0.17% 28
2025
Q4 		$628K Buy
6,293
+66
+1% +$6.62K 0.17% 31
2025
Q3 		$624K Buy
6,227
+282
+5% +$28K 0.17% 30
2025
Q2 		$590K Sell
5,945
-476
-7% -$46.6K 0.18% 30
2025
Q1 		$635K Buy
6,421
+303
+5% +$29.6K 0.21% 23
2024
Q4 		$593K Buy
6,118
+414
+7% +$40.8K 0.19% 27
2024
Q3 		$578K Buy
5,704
+113
+2% +$11.3K 0.19% 27
2024
Q2 		$543K Buy
5,591
+155
+3% +$15K 0.2% 27
2024
Q1 		$532K Buy
5,436
+44
+0.8% +$4.31K 0.2% 26
2023
Q4 		$535K Buy
5,392
+91
+2% +$8.66K 0.21% 25
2023
Q3 		$498K Buy
5,301
+39
+0.7% +$3.76K 0.22% 26
2023
Q2 		$515K Sell
5,262
-1,283
-20% -$127K 0.22% 24
2023
Q1 		$652K Buy
6,545
+360
+6% +$35.6K 0.29% 19
2022
Q4 		$600K Buy
6,185
+741
+14% +$71.7K 0.29% 19
2022
Q3 		$524K Buy
5,444
+248
+5% +$25.1K 0.28% 20
2022
Q2 		$528K Buy
5,196
+1,088
+26% +$112K 0.27% 22
2022
Q1 		$440K Sell
4,108
-12
-0.3% -$1.32K 0.2% 27
2021
Q4 		$470K Buy
4,120
+16
+0.4% +$1.83K 0.21% 24
2021
Q3 		$470K Buy
4,104
+325
+9% +$37.7K 0.21% 24
2021
Q2 		$436K Sell
3,779
-158
-4% -$18.1K 0.22% 24
2021
Q1 		$448K Sell
3,937
-106
-3% -$12.3K 0.24% 21
2020
Q4 		$478K Buy
4,043
+148
+4% +$17.4K 0.29% 21
2020
Q3 		$460K Buy
3,895
+117
+3% +$13.9K 0.32% 22
2020
Q2 		$447K Buy
3,778
+47
+1% +$5.5K 0.34% 20
2020
Q1 		$430K Sell
3,731
-464
-11% -$52.9K 0.39% 18
2019
Q4 		$471K Buy
+4,195
New +$473K 0.36% 20

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
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 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
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

TrueFG's AGG Position: Q3 2026 in Review

TrueFG reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.6% in Q3 2026, selling an estimated $47.4K and leaving 5,950 shares worth $563K. The position accounts for 0.13% of the portfolio, ranked #40.

TrueFG first reported a position in AGG in Q4 2019 and has held it in 28 quarters since. The position peaked at $652K in Q1 2023. 442 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • TrueFG held 5,950 shares of iShares Core US Aggregate Bond ETF worth $563K as of Q3 2026.
  • TrueFG sold 488 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $47.4K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of TrueFG's portfolio in Q3 2026, its #40 holding.
  • TrueFG first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • TrueFG's iShares Core US Aggregate Bond ETF position peaked at $652K in Q1 2023.
  • 442 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.