Zenith Solutions
AGG icon

Zenith Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Zenith Solutions’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 		$2.24M Buy
23,656
+12
+0.1% +$1.17K 1.99% 15
2026
Q2 		$2.34M Buy
+23,644
New +$2.34M 2.12% 13

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Zenith Solutions's AGG Position: Q3 2026 in Review

Zenith Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.05% in Q3 2026, buying an estimated $1.17K and bringing the position to 23,656 shares worth $2.24M. The position accounts for 1.99% of the portfolio, ranked #15.

Zenith Solutions first reported a position in AGG in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.34M in Q2 2026. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Zenith Solutions held 23,656 shares of iShares Core US Aggregate Bond ETF worth $2.24M as of Q3 2026.
  • Zenith Solutions bought 12 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.17K.
  • iShares Core US Aggregate Bond ETF made up 1.99% of Zenith Solutions's portfolio in Q3 2026, its #15 holding.
  • Zenith Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares Core US Aggregate Bond ETF position peaked at $2.34M in Q2 2026.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.