Brady Family Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brady Family Wealth’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	$789K	Hold	7,971	–	–	0.23%	70
2026 Q1	$791K	Hold	7,971	–	–	0.25%	68
2025 Q4	$796K	Hold	7,971	–	–	0.25%	67
2025 Q3	$799K	Hold	7,971	–	–	0.25%	66
2025 Q2	$791K	Hold	7,971	–	–	0.24%	70
2025 Q1	$788K	Hold	7,971	–	–	0.25%	69
2024 Q4	$772K	Sell	7,971 -2,627	-25%	-$259K	0.24%	71
2024 Q3	$1.07M	Hold	10,598	–	–	0.32%	63
2024 Q2	$1.03M	Hold	10,598	–	–	0.33%	63
2024 Q1	$1.04M	Buy	10,598 +153	+1%	+$15K	0.34%	64
2023 Q4	$1.04M	Buy	10,445 +6,307	+152%	+$600K	0.36%	61
2023 Q3	$389K	Buy	4,138 +555	+15%	+$53.5K	0.15%	85
2023 Q2	$351K	Sell	3,583 -85	-2%	-$8.4K	0.13%	93
2023 Q1	$365K	Sell	3,668 -88	-2%	-$8.7K	0.14%	89
2022 Q4	$364K	Buy	+3,756	New	+$363K	0.15%	90

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brady Family Wealth's AGG Position: Q2 2026 in Review

Brady Family Wealth held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 7,971 shares worth $789K. The position accounts for 0.23% of the portfolio, ranked #70.

Brady Family Wealth first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q3 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Brady Family Wealth held 7,971 shares of iShares Core US Aggregate Bond ETF worth $789K as of Q2 2026.
Brady Family Wealth left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.23% of Brady Family Wealth's portfolio in Q2 2026, its #70 holding.
Brady Family Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Brady Family Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.07M in Q3 2024.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.