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Blue Oak Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blue Oak Capital’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
2025
Q2 		$21.4M Buy
215,692
+88,281
+69% +$8.65M 11.24% 2
2025
Q1 		$12.6M Buy
127,411
+7,826
+7% +$765K 6.96% 3
2024
Q4 		$11.6M Buy
+119,585
New +$11.8M 7.04% 4

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Blue Oak Capital's AGG Position: Q2 2025 in Review

Blue Oak Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 69% in Q2 2025, buying an estimated $8.65M and bringing the position to 215,692 shares worth $21.4M. The position accounts for 11.24% of the portfolio, ranked #2.

Blue Oak Capital first reported a position in AGG in Q4 2024 and has held it in 3 quarters since. 1,906 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Blue Oak Capital held 215,692 shares of iShares Core US Aggregate Bond ETF worth $21.4M as of Q2 2025.
  • Blue Oak Capital bought 88,281 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $8.65M.
  • iShares Core US Aggregate Bond ETF made up 11.24% of Blue Oak Capital's portfolio in Q2 2025, its #2 holding.
  • Blue Oak Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,906 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.