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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return