Brighton Jones LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brighton Jones LLC’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 Q4	–	Sell	-7,787	Closed	-$781K	–	79
2025 Q3	$781K	Sell	7,787 -676	-8%	-$67.1K	0.02%	471
2025 Q2	$840K	Buy	8,463 +3,095	+58%	+$303K	0.02%	371
2025 Q1	$531K	Sell	5,368 -4,616	-46%	-$451K	0.02%	376
2024 Q4	$967K	Buy	9,984 +7,030	+238%	+$692K	0.03%	268
2024 Q3	$299K	Sell	2,954 -684	-19%	-$68.2K	0.01%	429
2024 Q2	$353K	Buy	3,638 +156	+4%	+$15.1K	0.01%	429
2024 Q1	$341K	Sell	3,482 -1,051	-23%	-$103K	0.01%	433
2023 Q4	$450K	Sell	4,533 -4,888	-52%	-$465K	0.02%	350
2023 Q3	$886K	Buy	9,421 +336	+4%	+$32.4K	0.04%	201
2023 Q2	$890K	Sell	9,085 -1,194	-12%	-$118K	0.04%	203
2023 Q1	$1.02M	Sell	10,279 -1,289	-11%	-$127K	0.06%	177
2022 Q4	$1.12M	Sell	11,568 -4,000	-26%	-$387K	0.07%	153
2022 Q3	$1.5M	Sell	15,568 -1,935	-11%	-$196K	0.09%	115
2022 Q2	$1.78M	Sell	17,503 -2,728	-13%	-$280K	0.1%	108
2022 Q1	$2.17M	Sell	20,231 -1,952	-9%	-$215K	0.1%	104
2021 Q4	$2.53M	Buy	22,183 +2,716	+14%	+$311K	0.12%	92
2021 Q3	$2.23M	Sell	19,467 -1,134	-6%	-$131K	0.12%	86
2021 Q2	$2.38M	Sell	20,601 -1,929	-9%	-$221K	0.12%	81
2021 Q1	$2.56M	Buy	22,530 +2,289	+11%	+$265K	0.15%	66
2020 Q4	$2.39M	Buy	20,241 +637	+3%	+$75K	0.15%	66
2020 Q3	$2.31M	Buy	19,604 +4,793	+32%	+$569K	0.16%	55
2020 Q2	$1.75M	Buy	14,811 +2,169	+17%	+$254K	0.14%	63
2020 Q1	$1.46M	Buy	12,642 +410	+3%	+$46.7K	0.15%	70
2019 Q4	$1.38M	Buy	12,232 +426	+4%	+$48K	0.15%	92
2019 Q3	$1.34M	Hold	11,806	–	–	0.16%	85
2019 Q2	$1.31M	Sell	11,806 -1,978	-14%	-$216K	0.15%	83
2019 Q1	$1.5M	Buy	13,784 +2,271	+20%	+$244K	0.18%	75
2018 Q4	$1.23M	Sell	11,513 -209	-2%	-$21.9K	0.18%	76
2018 Q3	$1.24M	Sell	11,722 -2,283	-16%	-$242K	0.15%	80
2018 Q2	$1.49M	Sell	14,005 -633	-4%	-$67.1K	0.19%	68
2018 Q1	$1.57M	Sell	14,638 -111	-0.8%	-$11.9K	0.22%	56
2017 Q4	$1.61M	Buy	14,749 +1,570	+12%	+$172K	0.2%	61
2017 Q3	$1.44M	Buy	13,179 +300	+2%	+$32.9K	0.19%	67
2017 Q2	$1.41M	Buy	12,879 +142	+1%	+$15.5K	0.2%	63
2017 Q1	$1.38M	Buy	12,737 +8,750	+219%	+$947K	0.33%	28
2016 Q4	$431K	Sell	3,987 -14,918	-79%	-$1.63M	0.16%	51
2016 Q3	$2.13M	Buy	18,905 +1,694	+10%	+$190K	0.34%	36
2016 Q2	$1.94M	Sell	17,211 -905	-5%	-$100K	0.34%	34
2016 Q1	$2.01M	Sell	18,116 -6,060	-25%	-$663K	0.37%	32
2015 Q4	$2.61M	Sell	24,176 -989	-4%	-$108K	0.51%	23
2015 Q3	$2.76M	Buy	25,165 +7,073	+39%	+$771K	0.59%	24
2015 Q2	$1.97M	Sell	18,092 -195	-1%	-$21.4K	0.45%	28
2015 Q1	$2.04M	Buy	18,287 +334	+2%	+$37.1K	0.46%	26
2014 Q4	$1.98M	Sell	17,953 -218	-1%	-$24K	0.45%	25
2014 Q3	$1.98M	Buy	18,171 +937	+5%	+$102K	0.45%	30
2014 Q2	$1.89M	Sell	17,234 -515	-3%	-$56K	0.43%	27
2014 Q1	$1.92M	Sell	17,749 -1,039	-6%	-$112K	0.45%	26
2013 Q4	$2M	Buy	18,788 +1,070	+6%	+$115K	0.46%	24
2013 Q3	$1.9M	Buy	17,718 +685	+4%	+$73K	0.5%	24
2013 Q2	$1.83M	Buy	+17,033	New	+$1.87M	0.55%	19

Other funds holding AGG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Brighton Jones LLC's AGG Position: Q4 2025 in Review

Brighton Jones LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 7,787 shares — an estimated $781K sold.

Brighton Jones LLC first reported a position in AGG in Q2 2013 and held it in 50 quarters. The position peaked at $2.76M in Q3 2015. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Brighton Jones LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Brighton Jones LLC sold 7,787 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $781K.
Brighton Jones LLC first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 50 quarters.
Brighton Jones LLC's iShares Core US Aggregate Bond ETF position peaked at $2.76M in Q3 2015.
2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.