Brandywine Oak Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brandywine Oak Private 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	$477K	Hold	4,817	–	–	0.04%	161
2026 Q1	$478K	Buy	4,817 +2,495	+107%	+$250K	0.04%	153
2025 Q4	$232K	Hold	2,322	–	–	0.02%	224
2025 Q3	$233K	Hold	2,322	–	–	0.02%	218
2025 Q2	$230K	Sell	2,322 -1,390	-37%	-$136K	0.02%	218
2025 Q1	$367K	Buy	3,712 +1,390	+60%	+$136K	0.04%	172
2024 Q4	$225K	Buy	+2,322	New	+$229K	0.02%	214
2024 Q1	–	Sell	-2,019	Closed	-$200K	–	237
2023 Q4	$200K	Buy	+2,019	New	+$192K	0.02%	227
2021 Q4	–	Sell	-2,681	Closed	-$307K	–	347
2021 Q3	$307K	Buy	2,681 +336	+14%	+$38.9K	0.04%	246
2021 Q2	$270K	Buy	+2,345	New	+$269K	0.03%	260

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

Brandywine Oak Private Wealth's AGG Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 4,817 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #161.

Brandywine Oak Private Wealth first reported a position in AGG in Q2 2021 and has held it in 10 quarters since. The position peaked at $478K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Brandywine Oak Private Wealth held 4,817 shares of iShares Core US Aggregate Bond ETF worth $477K as of Q2 2026.
Brandywine Oak Private Wealth left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #161 holding.
Brandywine Oak Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 10 quarters since.
Brandywine Oak Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $478K in Q1 2026.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.