Weaver Consulting Group
AGG icon

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

Weaver Consulting 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 		$436K Hold
4,610
– – 0.08% 190
2026
Q2 		$456K Buy
4,610
+203
+5% +$20.1K 0.09% 176
2026
Q1 		$437K Buy
4,407
+91
+2% +$9.1K 0.1% 158
2025
Q4 		$431K Buy
4,316
+838
+24% +$84.1K 0.11% 156
2025
Q3 		$349K Buy
3,478
+264
+8% +$26.2K 0.09% 168
2025
Q2 		$319K Buy
3,214
+81
+3% +$7.94K 0.09% 167
2025
Q1 		$310K Buy
3,133
+344
+12% +$33.6K 0.09% 165
2024
Q4 		$270K Sell
2,789
-111
-4% -$10.9K 0.08% 172
2024
Q3 		$294K Buy
2,900
+286
+11% +$28.5K 0.09% 163
2024
Q2 		$254K Buy
2,614
+23
+0.9% +$2.22K 0.09% 166
2024
Q1 		$254K Sell
2,591
-498
-16% -$48.7K 0.09% 166
2023
Q4 		$307K Sell
3,089
-257
-8% -$24.5K 0.12% 142
2023
Q3 		$315K Sell
3,346
-295
-8% -$28.4K 0.14% 132
2023
Q2 		$357K Sell
3,641
-311
-8% -$30.7K 0.16% 115
2023
Q1 		$394K Sell
3,952
-6,137
-61% -$607K 0.18% 109
2022
Q4 		$979K Sell
10,089
-2,387
-19% -$231K 0.5% 44
2022
Q3 		$1.2M Sell
12,476
-472
-4% -$47.7K 0.69% 32
2022
Q2 		$1.32M Buy
12,948
+629
+5% +$64.6K 0.74% 32
2022
Q1 		$1.32M Sell
12,319
-1,210
-9% -$133K 0.64% 33
2021
Q4 		$1.54M Sell
13,529
-1,671
-11% -$191K 0.74% 32
2021
Q3 		$1.74M Sell
15,200
-2,417
-14% -$280K 0.95% 30
2021
Q2 		$2.03M Sell
17,617
-11,355
-39% -$1.3M 1.14% 23
2021
Q1 		$3.3M Sell
28,972
-9,908
-25% -$1.15M 2.03% 9
2020
Q4 		$4.6M Sell
38,880
-7,702
-17% -$907K 2.87% 7
2020
Q3 		$5.5M Sell
46,582
-1,001
-2% -$119K 3.17% 6
2020
Q2 		$5.62M Sell
47,583
-1,098
-2% -$129K 3.27% 5
2020
Q1 		$5.62M Buy
48,681
+2,201
+5% +$251K 3.67% 6
2019
Q4 		$5.26M Sell
46,480
-1,200
-3% -$135K 2.82% 6
2019
Q3 		$5.3M Buy
47,680
+818
+2% +$92K 2.81% 6
2019
Q2 		$5.22M Buy
46,862
+3,561
+8% +$389K 2.85% 6
2019
Q1 		$4.77M Buy
+43,301
New +$4.64M 1.35% 14

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
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Weaver Consulting Group's AGG Position: Q3 2026 in Review

Weaver Consulting Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 4,610 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #190.

Weaver Consulting Group first reported a position in AGG in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.62M in Q2 2020. 724 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Weaver Consulting Group held 4,610 shares of iShares Core US Aggregate Bond ETF worth $436K as of Q3 2026.
  • Weaver Consulting Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Weaver Consulting Group's portfolio in Q3 2026, its #190 holding.
  • Weaver Consulting Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's iShares Core US Aggregate Bond ETF position peaked at $5.62M in Q2 2020.
  • 724 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.