WPC
AGG icon

Wedmont Private Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wedmont Private Capital’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 		$761K Buy
+8,037
New +$781K 0.02% 465
2023
Q4 		– Sell
-2,241
Closed -$210K – 572
2023
Q3 		$210K Buy
+2,241
New +$216K 0.02% 462

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

Wedmont Private Capital's AGG Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 8,037 shares worth $761K. The stake represents 0.02% of the portfolio and ranks #465 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in AGG as recently as Q3 2023.

Wedmont Private Capital first reported a position in AGG in Q3 2023 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Wedmont Private Capital held 8,037 shares of iShares Core US Aggregate Bond ETF worth $761K as of Q3 2026.
  • iShares Core US Aggregate Bond ETF was a new Wedmont Private Capital position in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #465 holding.
  • Wedmont Private Capital first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.