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Annis Gardner Whiting Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q1 		$161K Sell
1,620
-6
-0.4% -$600 0.03% 338
2025
Q4 		$162K Buy
1,626
+1
+0.1% +$100 0.03% 319
2025
Q3 		$163K Buy
1,625
+55
+4% +$5.46K 0.03% 293
2025
Q2 		$156K Buy
1,570
+41
+3% +$4.02K 0.05% 239
2025
Q1 		$151K Buy
1,529
+20
+1% +$1.96K 0.06% 211
2024
Q4 		$146K Buy
1,509
+77
+5% +$7.58K 0.04% 231
2024
Q3 		$145K Buy
1,432
+710
+98% +$70.8K 0.04% 241
2024
Q2 		$70.1K Buy
722
+46
+7% +$4.44K 0.02% 358
2024
Q1 		$66.2K Buy
676
+317
+88% +$31K 0.02% 344
2023
Q4 		$35.6K Hold
359
– – 0.02% 339
2023
Q3 		$33.8K Buy
+359
New +$34.6K 0.02% 331

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return