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

Watchman Group’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	$1.83M	Buy	+19,354	New	+$1.88M	0.42%	44
2025 Q1	–	Sell	-2,448	Closed	-$237K	–	81
2024 Q4	$237K	Hold	2,448	–	–	0.06%	77
2024 Q3	$248K	Hold	2,448	–	–	0.06%	75
2024 Q2	$238K	Hold	2,448	–	–	0.08%	76
2024 Q1	$240K	Sell	2,448 -1,650	-40%	-$161K	0.07%	78
2023 Q4	$407K	Buy	4,098 +8	+0.2%	+$761	0.13%	63
2023 Q3	$385K	Hold	4,090	–	–	0.16%	60
2023 Q2	$401K	Sell	4,090 -11,910	-74%	-$1.18M	0.2%	50
2023 Q1	$1.59M	Sell	16,000 -7,025	-31%	-$694K	0.83%	40
2022 Q4	$2.23M	Buy	23,025 +4,345	+23%	+$420K	1.23%	36
2022 Q3	$1.8M	Buy	+18,680	New	+$1.89M	1.13%	38

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

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Watchman Group's AGG Position: Q3 2026 in Review

Watchman Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 19,354 shares worth $1.83M. The stake represents 0.42% of the portfolio and ranks #44 among its holdings. This is a return to the name: Watchman Group previously reported a position in AGG as recently as Q4 2024.

Watchman Group first reported a position in AGG in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.23M in Q4 2022. 569 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Watchman Group held 19,354 shares of iShares Core US Aggregate Bond ETF worth $1.83M as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Watchman Group position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.42% of Watchman Group's portfolio in Q3 2026, its #44 holding.
Watchman Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 11 quarters since.
Watchman Group's iShares Core US Aggregate Bond ETF position peaked at $2.23M in Q4 2022.
569 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.