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

Brickley 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
2026
Q2 		$389K Buy
3,934
+167
+4% +$16.5K 0.06% 51
2026
Q1 		$374K Sell
3,767
-154
-4% -$15.4K 0.06% 46
2025
Q4 		$392K Buy
3,921
+292
+8% +$29.3K 0.07% 44
2025
Q3 		$364K Buy
3,629
+118
+3% +$11.7K 0.06% 43
2025
Q2 		$348K Buy
3,511
+278
+9% +$27.2K 0.07% 39
2025
Q1 		$320K Buy
3,233
+174
+6% +$17K 0.07% 40
2024
Q4 		$296K Buy
3,059
+539
+21% +$53.1K 0.06% 39
2024
Q3 		$255K Buy
2,520
+98
+4% +$9.78K 0.05% 41
2024
Q2 		$235K Buy
2,422
+11
+0.5% +$1.06K 0.05% 42
2024
Q1 		$236K Sell
2,411
-148
-6% -$14.5K 0.05% 40
2023
Q4 		$254K Sell
2,559
-64
-2% -$6.09K 0.06% 38
2023
Q3 		$247K Buy
2,623
+110
+4% +$10.6K 0.07% 35
2023
Q2 		$246K Buy
2,513
+236
+10% +$23.3K 0.06% 35
2023
Q1 		$227K Sell
2,277
-78
-3% -$7.71K 0.06% 37
2022
Q4 		$228K Sell
2,355
-271
-10% -$26.2K 0.07% 37
2022
Q3 		$253K Sell
2,626
-6
-0.2% -$607 0.08% 33
2022
Q2 		$268K Buy
2,632
+1
+0% +$103 0.08% 38
2022
Q1 		$282K Sell
2,631
-326
-11% -$35.9K 0.08% 38
2021
Q4 		$337K Sell
2,957
-121
-4% -$13.8K 0.07% 37
2021
Q3 		$353K Buy
3,078
+735
+31% +$85.2K 0.09% 33
2021
Q2 		$270K Buy
2,343
+47
+2% +$5.38K 0.07% 37
2021
Q1 		$261K Buy
2,296
+30
+1% +$3.47K 0.07% 37
2020
Q4 		$268K Sell
2,266
-16
-0.7% -$1.89K 0.07% 32
2020
Q3 		$269K Buy
2,282
+25
+1% +$2.97K 0.07% 31
2020
Q2 		$267K Sell
2,257
-199
-8% -$23.3K 0.09% 31
2020
Q1 		$283K Sell
2,456
-2,707
-52% -$309K 0.12% 31
2019
Q4 		$580K Buy
5,163
+2,507
+94% +$283K 0.21% 27
2019
Q3 		$301K Buy
+2,656
New +$299K 0.12% 37

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brickley Wealth Management's AGG Position: Q2 2026 in Review

Brickley Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q2 2026, buying an estimated $16.5K and bringing the position to 3,934 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #51.

Brickley Wealth Management first reported a position in AGG in Q3 2019 and has held it in 28 quarters since. The position peaked at $580K in Q4 2019. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Brickley Wealth Management held 3,934 shares of iShares Core US Aggregate Bond ETF worth $389K as of Q2 2026.
  • Brickley Wealth Management bought 167 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Brickley Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Brickley Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Brickley Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $580K in Q4 2019.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.