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

Bullock 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	$23.1K	Buy	235 +9	+4%	+$890	0.01%	347
2026 Q1	$22.4K	Sell	226 -399	-64%	-$39.9K	0.01%	339
2025 Q4	$62.4K	Sell	625 -20	-3%	-$2.01K	0.03%	246
2025 Q3	$64.6K	Sell	645 -357	-36%	-$35.4K	0.03%	242
2025 Q2	$99K	Sell	1,002 -204	-17%	-$20K	0.05%	199
2025 Q1	$119K	Buy	1,206 +436	+57%	+$42.6K	0.07%	187
2024 Q4	$74.6K	Buy	770 +3	+0.4%	+$295	0.04%	214
2024 Q3	$77.6K	Buy	767 +333	+77%	+$33.2K	0.05%	204
2024 Q2	$41.8K	Buy	434 +204	+89%	+$19.7K	0.03%	248
2024 Q1	$22.3K	Buy	+230	New	+$22.5K	0.01%	299

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bullock Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4% in Q2 2026, buying an estimated $890 and bringing the position to 235 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #347.

Bullock Wealth Management first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $119K in Q1 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Bullock Wealth Management held 235 shares of iShares Core US Aggregate Bond ETF worth $23.1K as of Q2 2026.
Bullock Wealth Management bought 9 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $890.
iShares Core US Aggregate Bond ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #347 holding.
Bullock Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $119K in Q1 2025.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.