BIG
AGG icon

Brookwood Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brookwood Investment Group’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 		$225K Sell
2,270
-2,345
-51% -$232K 0.03% 474
2026
Q1 		$458K Buy
4,615
+1,722
+60% +$172K 0.06% 300
2025
Q4 		$289K Sell
2,893
-4,055
-58% -$407K 0.03% 403
2025
Q3 		$697K Sell
6,948
-12,442
-64% -$1.23M 0.09% 202
2025
Q2 		$1.92M Buy
19,390
+16,761
+638% +$1.64M 0.31% 49
2025
Q1 		$260K Buy
+2,629
New +$257K 0.04% 347

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

Brookwood Investment Group's AGG Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 51% in Q2 2026, selling an estimated $232K and leaving 2,270 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #474.

Brookwood Investment Group first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.92M in Q2 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Brookwood Investment Group held 2,270 shares of iShares Core US Aggregate Bond ETF worth $225K as of Q2 2026.
  • Brookwood Investment Group sold 2,345 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $232K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #474 holding.
  • Brookwood Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares Core US Aggregate Bond ETF position peaked at $1.92M in Q2 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.