Bright Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bright Financial Advisors’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	$35.8M	Buy	361,118 +3,928	+1%	+$393K	16.43%	1
2025 Q4	$35.7M	Buy	357,190 +3,661	+1%	+$367K	16.85%	1
2025 Q3	$35.4M	Buy	353,529 +23,511	+7%	+$2.33M	17.32%	1
2025 Q2	$32.7M	Buy	330,018 +2,772	+0.8%	+$272K	18.17%	1
2025 Q1	$32.4M	Buy	327,246 +6,659	+2%	+$651K	19.88%	1
2024 Q4	$31.1M	Sell	320,587 -14,068	-4%	-$1.39M	19.53%	1
2024 Q3	$33.9M	Buy	334,655 +10,702	+3%	+$1.07M	21.56%	1
2024 Q2	$31.4M	Buy	323,953 +6,986	+2%	+$674K	22.19%	1
2024 Q1	$30.3M	Buy	+316,967	New	+$31M	22.59%	1

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