BOLTON SECURITIES CORPORATION’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BOLTON SECURITIES CORPORATION’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	$16.3M	Buy	172,433 +24	+0%	+$2.33K	0.61%	31
2026 Q2	$17.1M	Sell	172,409 -22,048	-11%	-$2.18M	0.64%	31
2026 Q1	$19.3M	Buy	194,457 +193,336	+17,247%	+$19.3M	0.91%	15
2025 Q4	$112K	Sell	1,121 -76	-6%	-$7.63K	0.01%	956
2025 Q3	$120K	Sell	1,197 -615	-34%	-$61K	0.01%	896
2025 Q2	$180K	Sell	1,812 -313	-15%	-$30.7K	0.01%	735
2025 Q1	$210K	Buy	+2,125	New	+$208K	0.01%	684

Other funds holding AGG

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AGG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.01% in Q3 2026, buying an estimated $2.33K and bringing the position to 172,433 shares worth $16.3M. The position accounts for 0.61% of the portfolio, ranked #31.

BOLTON SECURITIES CORPORATION first reported a position in AGG in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.3M in Q1 2026. 1,654 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

BOLTON SECURITIES CORPORATION held 172,433 shares of iShares Core US Aggregate Bond ETF worth $16.3M as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 24 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $2.33K.
iShares Core US Aggregate Bond ETF made up 0.61% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #31 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
BOLTON SECURITIES CORPORATION's iShares Core US Aggregate Bond ETF position peaked at $19.3M in Q1 2026.
1,654 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.