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Oxford Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oxford Financial Group’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 		$135K Buy
1,368
+261
+24% +$25.8K 0.01% 248
2026
Q1 		$110K Sell
1,107
-7,535
-87% -$754K 0.01% 263
2025
Q4 		$863K Buy
8,642
+7,735
+853% +$776K 0.05% 101
2025
Q3 		$90.9K Sell
907
-356
-28% -$35.3K 0.01% 238
2025
Q2 		$125K Buy
1,263
+282
+29% +$27.6K 0.01% 219
2025
Q1 		$97K Sell
981
-1,934
-66% -$189K 0.01% 224
2024
Q4 		$282K Sell
2,915
-234
-7% -$23K 0.02% 211
2024
Q3 		$319K Sell
3,149
-1,479
-32% -$148K 0.02% 195
2024
Q2 		$449K Buy
4,628
+1,479
+47% +$143K 0.03% 162
2024
Q1 		$308K Buy
3,149
+1,117
+55% +$109K 0.02% 177
2023
Q4 		$202K Hold
2,032
– – 0.01% 230
2023
Q3 		$191K Sell
2,032
-573
-22% -$55.2K 0.02% 214
2023
Q2 		$255K Buy
2,605
+1,308
+101% +$129K 0.02% 199
2023
Q1 		$129K Buy
1,297
+89
+7% +$8.8K 0.01% 195
2022
Q4 		$117K Buy
1,208
+3
+0.2% +$290 0.01% 196
2022
Q3 		$116K Sell
1,205
-15
-1% -$1.52K 0.02% 177
2022
Q2 		$124K Hold
1,220
– – 0.02% 191
2022
Q1 		$131K Sell
1,220
-2,476
-67% -$272K 0.02% 197
2021
Q4 		$422K Hold
3,696
– – 0.05% 135
2021
Q3 		$424K Buy
3,696
+176
+5% +$20.4K 0.05% 125
2021
Q2 		$406K Buy
3,520
+3,132
+807% +$359K 0.05% 124
2021
Q1 		$44K Sell
388
-295
-43% -$34.2K 0.01% 192
2020
Q4 		$81K Buy
683
+11
+2% +$1.3K 0.01% 181
2020
Q3 		$79K Buy
672
+333
+98% +$39.5K 0.01% 165
2020
Q2 		$40K Buy
+339
New +$39.7K 0.01% 171

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oxford Financial Group's AGG Position: Q2 2026 in Review

Oxford Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 24% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,368 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #248.

Oxford Financial Group first reported a position in AGG in Q2 2020 and has held it in 25 quarters since. The position peaked at $863K in Q4 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Oxford Financial Group held 1,368 shares of iShares Core US Aggregate Bond ETF worth $135K as of Q2 2026.
  • Oxford Financial Group bought 261 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #248 holding.
  • Oxford Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's iShares Core US Aggregate Bond ETF position peaked at $863K in Q4 2025.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.