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Brass Tax Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brass Tax Wealth Management’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
2025
Q3 		$7.7M Buy
76,770
+20,666
+37% +$2.05M 1.28% 18
2025
Q2 		$5.57M Buy
56,104
+6,316
+13% +$619K 1.07% 21
2025
Q1 		$4.93M Buy
49,788
+1,810
+4% +$177K 1.03% 23
2024
Q4 		$4.65M Buy
47,978
+1,369
+3% +$135K 0.98% 26
2024
Q3 		$4.72M Buy
+46,609
New +$4.65M 1.01% 22

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Brass Tax Wealth Management's AGG Position: Q3 2025 in Review

Brass Tax Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 37% in Q3 2025, buying an estimated $2.05M and bringing the position to 76,770 shares worth $7.7M. The position accounts for 1.28% of the portfolio, ranked #18.

Brass Tax Wealth Management first reported a position in AGG in Q3 2024 and has held it in 5 quarters since. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Brass Tax Wealth Management held 76,770 shares of iShares Core US Aggregate Bond ETF worth $7.7M as of Q3 2025.
  • Brass Tax Wealth Management bought 20,666 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $2.05M.
  • iShares Core US Aggregate Bond ETF made up 1.28% of Brass Tax Wealth Management's portfolio in Q3 2025, its #18 holding.
  • Brass Tax Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.