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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
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 $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

Oasis Advisors's AGG Position: Q2 2026 in Review

Oasis Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 76,980 shares worth $7.62M. The stake represents 4.94% of the portfolio and ranks #7 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in AGG as recently as Q4 2025.

Oasis Advisors first reported a position in AGG in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.49M in Q4 2025. 984 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Oasis Advisors held 76,980 shares of iShares Core US Aggregate Bond ETF worth $7.62M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Oasis Advisors position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 4.94% of Oasis Advisors's portfolio in Q2 2026, its #7 holding.
  • Oasis Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Oasis Advisors's iShares Core US Aggregate Bond ETF position peaked at $8.49M in Q4 2025.
  • 984 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.