Y-Intercept (HK)
AGG icon

Y-Intercept (HK)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Y-Intercept (HK)’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 		$227K Sell
2,398
-1,431
-37% -$139K 0.01% 1458
2026
Q2 		$379K Buy
+3,829
New +$379K 0.01% 1396

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Y-Intercept (HK)'s AGG Position: Q3 2026 in Review

Y-Intercept (HK) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 37% in Q3 2026, selling an estimated $139K and leaving 2,398 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1458.

Y-Intercept (HK) first reported a position in AGG in Q2 2026 and has held it in 2 quarters since. The position peaked at $379K in Q2 2026. 955 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Y-Intercept (HK) held 2,398 shares of iShares Core US Aggregate Bond ETF worth $227K as of Q3 2026.
  • Y-Intercept (HK) sold 1,431 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $139K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1458 holding.
  • Y-Intercept (HK) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Y-Intercept (HK)'s iShares Core US Aggregate Bond ETF position peaked at $379K in Q2 2026.
  • 955 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.