Wise Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wise Wealth Partners’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	$3.05M	Sell	32,213 -8,998	-22%	-$874K	5.58%	2
2026 Q2	$4.08M	Sell	41,211 -9,195	-18%	-$910K	6.93%	2
2026 Q1	$5M	Buy	50,406 +958	+2%	+$95.8K	6.77%	3
2025 Q4	$4.94M	Buy	49,448 +3,981	+9%	+$399K	7.09%	3
2025 Q3	$4.56M	Buy	45,467 +4,827	+12%	+$479K	6.96%	3
2025 Q2	$4.03M	Buy	40,640 +38,255	+1,604%	+$3.75M	6.73%	2
2025 Q1	$236K	Buy	+2,385	New	+$233K	0.56%	44

Other funds holding AGG

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Wise Wealth Partners's AGG Position: Q3 2026 in Review

Wise Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 22% in Q3 2026, selling an estimated $874K and leaving 32,213 shares worth $3.05M. The position accounts for 5.58% of the portfolio, ranked #2.

Wise Wealth Partners first reported a position in AGG in Q1 2025 and has held it in 7 quarters since. The position peaked at $5M in Q1 2026. 794 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Wise Wealth Partners held 32,213 shares of iShares Core US Aggregate Bond ETF worth $3.05M as of Q3 2026.
Wise Wealth Partners sold 8,998 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $874K.
iShares Core US Aggregate Bond ETF made up 5.58% of Wise Wealth Partners's portfolio in Q3 2026, its #2 holding.
Wise Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Wise Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $5M in Q1 2026.
794 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.