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Oldfather Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oldfather Financial 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
2025
Q4 		$11.7M Buy
117,091
+14,596
+14% +$1.46M 3.48% 6
2025
Q3 		$10.3M Sell
102,495
-1,299
-1% -$129K 3.2% 7
2025
Q2 		$10.3M Buy
103,794
+1,121
+1% +$110K 3.54% 7
2025
Q1 		$10.2M Buy
102,673
+8,755
+9% +$856K 3.86% 5
2024
Q4 		$9.1M Buy
93,918
+20,291
+28% +$2M 3.47% 6
2024
Q3 		$7.46M Buy
73,627
+4,111
+6% +$410K 2.87% 8
2024
Q2 		$6.75M Sell
69,516
-1,321
-2% -$128K 2.77% 10
2024
Q1 		$6.94M Sell
70,837
-2,184
-3% -$214K 2.86% 10
2023
Q4 		$7.25M Buy
73,021
+6,806
+10% +$648K 3.23% 7
2023
Q3 		$6.23M Sell
66,215
-2,649
-4% -$255K 3.16% 8
2023
Q2 		$6.75M Sell
68,864
-1,118
-2% -$111K 3.3% 7
2023
Q1 		$6.97M Buy
69,982
+6,411
+10% +$634K 3.61% 6
2022
Q4 		$6.17M Sell
63,571
-3,195
-5% -$309K 3.51% 6
2022
Q3 		$6.43M Sell
66,766
-4,328
-6% -$438K 4.03% 5
2022
Q2 		$7.34M Buy
71,094
+5,036
+8% +$517K 4.19% 5
2022
Q1 		$6.84M Sell
66,058
-11,026
-14% -$1.21M 3.71% 5
2021
Q4 		$8.43M Sell
77,084
-5,822
-7% -$666K 4.43% 5
2021
Q3 		$9.48M Buy
82,906
+1,500
+2% +$174K 4.87% 5
2021
Q2 		$9.4M Buy
81,406
+4,066
+5% +$466K 5.14% 5
2021
Q1 		$8.84M Buy
77,340
+5,212
+7% +$604K 5.09% 5
2020
Q4 		$8.42M Buy
72,128
+7,988
+12% +$941K 4.99% 5
2020
Q3 		$7.57M Buy
64,140
+12,845
+25% +$1.52M 5.39% 5
2020
Q2 		$6.13M Buy
51,295
+45,027
+718% +$5.27M 4.76% 5
2020
Q1 		$730K Sell
6,268
-153
-2% -$17.4K 0.69% 22
2019
Q4 		$734K Buy
+6,421
New +$724K 0.68% 24

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Oldfather Financial Services's AGG Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q4 2025, buying an estimated $1.46M and bringing the position to 117,091 shares worth $11.7M. The position accounts for 3.48% of the portfolio, ranked #6.

Oldfather Financial Services first reported a position in AGG in Q4 2019 and has held it in 25 quarters since. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Oldfather Financial Services held 117,091 shares of iShares Core US Aggregate Bond ETF worth $11.7M as of Q4 2025.
  • Oldfather Financial Services bought 14,596 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $1.46M.
  • iShares Core US Aggregate Bond ETF made up 3.48% of Oldfather Financial Services's portfolio in Q4 2025, its #6 holding.
  • Oldfather Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.