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

Oasis 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
Q3 		$9.02M Buy
95,396
+18,416
+24% +$1.79M 3.78% 9
2026
Q2 		$7.62M Buy
+76,980
New +$7.62M 4.94% 7
2026
Q1 		– Sell
-84,969
Closed -$8.49M – 211
2025
Q4 		$8.49M Buy
+84,969
New +$8.53M 4.5% 7

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Oasis Advisors's AGG Position: Q3 2026 in Review

Oasis Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 24% in Q3 2026, buying an estimated $1.79M and bringing the position to 95,396 shares worth $9.02M. The position accounts for 3.78% of the portfolio, ranked #9.

Oasis Advisors first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 938 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Oasis Advisors held 95,396 shares of iShares Core US Aggregate Bond ETF worth $9.02M as of Q3 2026.
  • Oasis Advisors bought 18,416 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.79M.
  • iShares Core US Aggregate Bond ETF made up 3.78% of Oasis Advisors's portfolio in Q3 2026, its #9 holding.
  • Oasis Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 938 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.