B. Riley Wealth Advisors 13F: Adds $3.5M to AGG Stake

The investment firm boosted its stake in AGG by 340% as of its latest filing.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:41 PM EDT · Updated Oct 15, 2026, 9:44 PM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

B. Riley Wealth Advisors added 36,846 shares to its stake in iShares Core U.S. Aggregate Bond ETF ($AGG), a 340.38% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 47,671 shares worth $4.51 million at the end of the quarter.

Since the filing, $AGG is up 0.7% to date (from the $94.71 close on Oct 13, 2026).

Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR

AGG iShares Core U.S. Aggregate Bond ETF

$95.38 -1.54% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors boosted its AGG stake by 36,846 shares, increasing its total to 47,671 shares.
The holding is now valued at approximately $4.51 million, reflecting a 340% increase from previous levels.
This filing reflects the firm's position as of the end of the reporting period and may not be current.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core U.S. Aggregate Bond ETF alert may contain errors. Disclosures

B. Riley Wealth Advisors made a notable move with its investment in AGG, as revealed in its latest Form 13F filing with the SEC. The firm increased its holdings by 36,846 shares, bringing its total to 47,671 shares. This represents a substantial 340.4% increase from its previous position of 10,825 shares. The current value of this stake is approximately $4.51 million.

13F track record

B. Riley Wealth Advisors vs. the S&P 500

YTD return +6.64% hypothetical

All-time return +6.64% S&P 500 +4.87%

vs. S&P 500 +1.77% ahead of the index

Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in B. Riley Wealth Advisors' AGG Position

B. Riley Wealth Advisors significantly boosted its position in AGG, increasing its holdings by 340.4%. The firm added 36,846 shares to its portfolio, resulting in a total of 47,671 shares valued at about $4.51 million. This filing reflects the firm's position as of the end of the reporting period and may not represent their current holdings.

About AGG

AGG is an exchange-traded fund (ETF) that seeks to track the performance of the Bloomberg U.S. Aggregate Bond Index. This index measures the investment-grade, U.S. dollar-denominated, fixed-rate taxable bond market. The fund provides exposure to a broad range of U.S. investment-grade bonds, including Treasuries, government-related and corporate securities, mortgage-backed securities, asset-backed securities, and commercial mortgage-backed securities.

Bottom Line

B. Riley Wealth Advisors' substantial increase in its AGG holdings highlights its growing interest in the fund. Investors often track such moves to gauge institutional sentiment, though it's important to remember that 13F filings are backward-looking and may not reflect the firm's current position. AGG remains a key player in the bond ETF space, offering diversified exposure to a wide range of investment-grade bonds.

More on this

Source: B. Riley Wealth Advisors's 13F filing on $AGG (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts