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Garrett Wealth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Garrett Wealth Advisory 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
Q1 		– Sell
-2,581
Closed -$258K – 135
2025
Q4 		$258K Hold
2,581
– – 0.05% 100
2025
Q3 		$259K Hold
2,581
– – 0.05% 98
2025
Q2 		$256K Sell
2,581
-51
-2% -$5K 0.05% 95
2025
Q1 		$260K Hold
2,632
– – 0.06% 91
2024
Q4 		$255K Sell
2,632
-290
-10% -$28.6K 0.06% 89
2024
Q3 		$296K Buy
2,922
+1
+0% +$100 0.07% 72
2024
Q2 		$284K Buy
+2,921
New +$282K 0.1% 69
2019
Q4 		– Sell
-731
Closed -$82.8K – 71
2019
Q3 		$82.8K Buy
+731
New +$82.2K 0.06% 98

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return