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

WoodTrust Financial’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 		$426K Buy
+4,508
New +$438K 0.05% 125
2024
Q4 		– Sell
-2,586
Closed -$262K – 177
2024
Q3 		$262K Buy
+2,586
New +$258K 0.04% 158
2019
Q1 		– Sell
-3,102
Closed -$330K – 73
2018
Q4 		$330K Buy
+3,102
New +$325K 0.19% 59

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

WoodTrust Financial's AGG Position: Q3 2026 in Review

WoodTrust Financial opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 4,508 shares worth $426K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings. This is a return to the name: WoodTrust Financial previously reported a position in AGG as recently as Q3 2024.

WoodTrust Financial first reported a position in AGG in Q4 2018 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • WoodTrust Financial held 4,508 shares of iShares Core US Aggregate Bond ETF worth $426K as of Q3 2026.
  • iShares Core US Aggregate Bond ETF was a new WoodTrust Financial position in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.05% of WoodTrust Financial's portfolio in Q3 2026, its #125 holding.
  • WoodTrust Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.