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Oak Harvest Investment Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oak Harvest Investment Services’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
-2,381
Closed -$238K – 172
2025
Q4 		$238K Sell
2,381
-6,925
-74% -$695K 0.03% 156
2025
Q3 		$933K Buy
+9,306
New +$923K 0.11% 113

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 $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $80B AUM 26.12% 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

Oak Harvest Investment Services's AGG Position: Q1 2026 in Review

Oak Harvest Investment Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,381 shares — an estimated $238K sold.

Oak Harvest Investment Services first reported a position in AGG in Q3 2025 and held it in 2 quarters. The position peaked at $933K in Q3 2025. 2,077 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Oak Harvest Investment Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 2,381 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $238K.
  • Oak Harvest Investment Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Oak Harvest Investment Services's iShares Core US Aggregate Bond ETF position peaked at $933K in Q3 2025.
  • 2,077 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Oak Harvest Investment Services's 13F filing for Q1 2026, filed 23 Apr 2026.