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Bradley & Co Private Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bradley & Co Private 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
Q2 		$29.9K Hold
302
– – 0.01% 112
2026
Q1 		$30K Hold
302
– – 0.02% 105
2025
Q4 		$30.2K Buy
302
+48
+19% +$4.82K 0.02% 102
2025
Q3 		$25.5K Hold
254
– – 0.01% 96
2025
Q2 		$25.2K Hold
254
– – 0.02% 95
2025
Q1 		$25.1K Hold
254
– – 0.02% 93
2024
Q4 		$24.6K Buy
+254
New +$25K 0.02% 93
2024
Q2 		$24.7K Hold
254
– – 0.02% 88
2024
Q1 		$24.9K Hold
254
– – 0.02% 92
2023
Q4 		$25.2K Hold
254
– – 0.02% 89
2023
Q3 		$23.9K Hold
254
– – 0.02% 87
2023
Q2 		$24.9K Hold
254
– – 0.02% 86
2023
Q1 		$25.3K Sell
254
-48
-16% -$4.74K 0.03% 88
2022
Q4 		$29.3K Sell
302
-2,379
-89% -$230K 0.04% 79
2022
Q3 		$259K Sell
2,681
-48
-2% -$4.85K 0.31% 32
2022
Q2 		$278K Sell
2,729
-676
-20% -$69.5K 0.31% 38
2022
Q1 		$364K Sell
3,405
-4,570
-57% -$503K 0.31% 37
2021
Q4 		$910K Buy
7,975
+1,044
+15% +$119K 0.73% 25
2021
Q3 		$796K Buy
6,931
+3,791
+121% +$439K 0.69% 27
2021
Q2 		$362K Sell
3,140
-660
-17% -$75.6K 0.32% 39
2021
Q1 		$432K Buy
+3,800
New +$440K 0.4% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bradley & Co Private Wealth Management's AGG Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 302 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #112.

Bradley & Co Private Wealth Management first reported a position in AGG in Q1 2021 and has held it in 21 quarters since. The position peaked at $910K in Q4 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bradley & Co Private Wealth Management held 302 shares of iShares Core US Aggregate Bond ETF worth $29.9K as of Q2 2026.
  • Bradley & Co Private Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Bradley & Co Private Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Bradley & Co Private Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $910K in Q4 2021.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.