OFG
AGG icon

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
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Oxford Financial Group's AGG Position: Q1 2026 in Review

Oxford Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 87% in Q1 2026, selling an estimated $754K and leaving 1,107 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #263.

Oxford Financial Group first reported a position in AGG in Q2 2020 and has held it in 24 quarters since. The position peaked at $863K in Q4 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Oxford Financial Group held 1,107 shares of iShares Core US Aggregate Bond ETF worth $110K as of Q1 2026.
  • Oxford Financial Group sold 7,535 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $754K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #263 holding.
  • Oxford Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Oxford Financial Group's iShares Core US Aggregate Bond ETF position peaked at $863K in Q4 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.