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

Brown 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	–	Sell	-2,530	Closed	-$251K	–	135
2026 Q1	$251K	Sell	2,530 -39	-2%	-$3.9K	0.06%	107
2025 Q4	$257K	Sell	2,569 -48	-2%	-$4.82K	0.07%	97
2025 Q3	$262K	Sell	2,617 -2,009	-43%	-$199K	0.07%	90
2025 Q2	$459K	Hold	4,626	–	–	0.14%	69
2025 Q1	$458K	Buy	4,626 +261	+6%	+$25.5K	0.16%	61
2024 Q4	$423K	Buy	4,365 +9	+0.2%	+$886	0.15%	56
2024 Q3	$441K	Buy	+4,356	New	+$435K	0.16%	57
2023 Q3	–	Sell	-3,924	Closed	-$384K	–	84
2023 Q2	$384K	Buy	+3,924	New	+$388K	0.2%	63

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Brown Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,530 shares — an estimated $251K sold.

Brown Wealth Management first reported a position in AGG in Q2 2023 and held it in 8 quarters. The position peaked at $459K in Q2 2025. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Brown Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Brown Wealth Management sold 2,530 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $251K.
Brown Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and held it in 8 quarters.
Brown Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $459K in Q2 2025.
511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.