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Bull Oak Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bull Oak Capital’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
2024
Q4 		– Sell
-72
Closed -$7.26K – 29
2024
Q3 		$7.26K Buy
72
+1
+1% +$100 ﹤0.01% 71
2024
Q2 		$6.89K Buy
+71
New +$6.85K ﹤0.01% 44
2022
Q2 		– Sell
-2,670
Closed -$286K – 21
2022
Q1 		$286K Buy
+2,670
New +$294K 0.23% 21

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bull Oak Capital's AGG Position: Q4 2024 in Review

Bull Oak Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 72 shares — an estimated $7.26K sold.

Bull Oak Capital first reported a position in AGG in Q1 2022 and held it in 3 quarters. The position peaked at $286K in Q1 2022. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Bull Oak Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 72 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $7.26K.
  • Bull Oak Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Bull Oak Capital's iShares Core US Aggregate Bond ETF position peaked at $286K in Q1 2022.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.