BCS Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BCS Wealth Management’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	$13.1M	Sell	131,879 -114,929	-47%	-$11.5M	2.67%	5
2025 Q4	$24.7M	Buy	246,808 +137,238	+125%	+$13.8M	2.49%	5
2025 Q3	$11M	Buy	109,570 +21,310	+24%	+$2.11M	2.48%	6
2025 Q2	$8.76M	Buy	88,260 +15,268	+21%	+$1.5M	1.88%	11
2025 Q1	$7.22M	Buy	72,992 +14,033	+24%	+$1.37M	1.86%	12
2024 Q4	$5.71M	Buy	+58,959	New	+$5.81M	1.42%	15
2024 Q2	–	Sell	-34,912	Closed	-$3.42M	–	156
2024 Q1	$3.42M	Buy	34,912 +10,131	+41%	+$992K	1.1%	21
2023 Q4	$2.46M	Buy	24,781 +19,033	+331%	+$1.81M	0.91%	25
2023 Q3	$541K	Buy	+5,748	New	+$554K	0.23%	98

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return