BWIA
AGG icon

Bryant Woods Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bryant Woods Investment 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
Q2 		$4.28M Buy
+43,230
New +$4.28M 1.19% 16

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bryant Woods Investment Advisors's AGG Position: Q2 2026 in Review

Bryant Woods Investment Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 43,230 shares worth $4.28M. The stake represents 1.19% of the portfolio and ranks #16 among its holdings.

771 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bryant Woods Investment Advisors held 43,230 shares of iShares Core US Aggregate Bond ETF worth $4.28M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Bryant Woods Investment Advisors position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 1.19% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • 771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.