Wayfinding Financial, LLC / AGG
Wayfinding Financial, LLC’s Ishares Tr Position
Does Wayfinding Financial, LLC own Ishares Tr (AGG)? Yes — 90.3K shares worth $9M (+3.89% of its 13F portfolio) as of Q1 2026, up from 78.2K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
90.3K
% of Portfolio
+3.89%
Quarters Held
13
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 90.3K | $9M | +3.89% |
| Q4 2025 | 78.2K | $8M | +3.31% |
| Q3 2025 | 83.8K | $8M | +3.61% |
| Q2 2025 | 82.6K | $8M | +3.66% |
| Q1 2025 | 63.9K | $6M | +2.77% |
| Q4 2024 | 55.2K | $5M | +2.86% |
| Q3 2024 | 49.2K | $5M | +3.71% |
| Q2 2024 | 47.5K | $5M | +2.60% |
| Q1 2024 | 41.7K | $4M | +2.35% |
| Q4 2023 | 40.1K | $4M | +2.71% |
| Q3 2023 | 16.8K | $2M | +1.19% |
| Q2 2023 | 17.5K | $2M | +1.18% |
| Q1 2023 | 22.4K | $2M | +1.69% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wayfinding Financial, LLC’s full portfolio or all institutional holders of AGG.