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

Brady Martz Wealth Solutions’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	$247K	Buy	2,497 +113	+5%	+$11.2K	0.04%	201
2026 Q1	$237K	Sell	2,384 -163	-6%	-$16.3K	0.04%	177
2025 Q4	$254K	Buy	2,547 +341	+15%	+$34.2K	0.04%	162
2025 Q3	$221K	Buy	+2,206	New	+$219K	0.04%	147
2025 Q1	–	Sell	-2,480	Closed	-$238K	–	140
2024 Q4	$238K	Buy	+2,480	New	+$244K	0.06%	136

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 Martz Wealth Solutions's AGG Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.7% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,497 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #201.

Brady Martz Wealth Solutions first reported a position in AGG in Q4 2024 and has held it in 5 quarters since. The position peaked at $254K in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Brady Martz Wealth Solutions held 2,497 shares of iShares Core US Aggregate Bond ETF worth $247K as of Q2 2026.
Brady Martz Wealth Solutions bought 113 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares Core US Aggregate Bond ETF made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #201 holding.
Brady Martz Wealth Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
Brady Martz Wealth Solutions's iShares Core US Aggregate Bond ETF position peaked at $254K in Q4 2025.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.