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Oak Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oak Wealth 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 		$973K Buy
9,825
+19
+0.2% +$1.88K 0.47% 30
2026
Q1 		$973K Buy
9,806
+1,389
+17% +$139K 0.53% 28
2025
Q4 		$841K Buy
8,417
+2,390
+40% +$240K 0.48% 28
2025
Q3 		$604K Buy
6,027
+14
+0.2% +$1.39K 0.35% 40
2025
Q2 		$596K Buy
6,013
+214
+4% +$21K 0.38% 38
2025
Q1 		$574K Buy
5,799
+274
+5% +$26.8K 0.42% 29
2024
Q4 		$535K Buy
+5,525
New +$544K 0.41% 31

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

Oak Wealth Advisors's AGG Position: Q2 2026 in Review

Oak Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.19% in Q2 2026, buying an estimated $1.88K and bringing the position to 9,825 shares worth $973K. The position accounts for 0.47% of the portfolio, ranked #30.

Oak Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $973K in Q1 2026. 937 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Oak Wealth Advisors held 9,825 shares of iShares Core US Aggregate Bond ETF worth $973K as of Q2 2026.
  • Oak Wealth Advisors bought 19 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.88K.
  • iShares Core US Aggregate Bond ETF made up 0.47% of Oak Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Oak Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Oak Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $973K in Q1 2026.
  • 937 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.