Brand Asset Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brand Asset Management Group’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	$340K	Buy	+3,433	New	+$340K	0.08%	158
2021 Q2	–	Sell	-82	Closed	-$9K	–	84
2021 Q1	$9K	Buy	82 +4	+5%	+$463	﹤0.01%	233
2020 Q4	$9K	Buy	78 +60	+333%	+$7.07K	0.01%	203
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	243
2020 Q2	$2K	Sell	18 -9	-33%	-$1.05K	﹤0.01%	237
2020 Q1	$3K	Sell	27 -181	-87%	-$20.6K	﹤0.01%	243
2019 Q4	$23K	Hold	208	–	–	0.01%	184
2019 Q3	$24K	Hold	208	–	–	0.02%	185
2019 Q2	$23K	Hold	208	–	–	0.02%	187
2019 Q1	$23K	Sell	208 -91	-30%	-$9.76K	0.02%	172
2018 Q4	$32K	Sell	299 -28	-9%	-$2.94K	0.03%	134
2018 Q3	$34K	Buy	327 +1	+0.3%	+$106	0.03%	145
2018 Q2	$35K	Buy	+326	New	+$34.6K	0.03%	143

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 22.9% 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

Brand Asset Management Group's AGG Position: Q2 2026 in Review

Brand Asset Management Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,433 shares worth $340K. The stake represents 0.08% of the portfolio and ranks #158 among its holdings. This is a return to the name: Brand Asset Management Group previously reported a position in AGG as recently as Q1 2021.

Brand Asset Management Group first reported a position in AGG in Q2 2018 and has held it in 13 quarters since. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Brand Asset Management Group held 3,433 shares of iShares Core US Aggregate Bond ETF worth $340K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Brand Asset Management Group position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.08% of Brand Asset Management Group's portfolio in Q2 2026, its #158 holding.
Brand Asset Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and has held it in 13 quarters since.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.