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Silver Oak Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Silver Oak Advisory 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 		$235K Hold
2,379
– – 0.09% 77
2026
Q1 		$236K Hold
2,379
– – 0.1% 70
2025
Q4 		$237K Buy
2,379
+60
+3% +$6.02K 0.11% 67
2025
Q3 		$232K Hold
2,319
– – 0.11% 72
2025
Q2 		$229K Hold
2,319
– – 0.11% 67
2025
Q1 		$229K Hold
2,319
– – 0.12% 58
2024
Q4 		$224K Hold
2,319
– – 0.12% 59
2024
Q3 		$234K Hold
2,319
– – 0.12% 60
2024
Q2 		$225K Hold
2,319
– – 0.13% 59
2024
Q1 		$228K Hold
2,319
– – 0.13% 58
2023
Q4 		$230K Hold
2,319
– – 0.14% 58
2023
Q3 		$218K Sell
2,319
-32
-1% -$3.08K 0.14% 57
2023
Q2 		$230K Buy
2,351
+32
+1% +$3.16K 0.15% 51
2023
Q1 		$231K Hold
2,319
– – 0.16% 51
2022
Q4 		$224K Buy
2,319
+2
+0.1% +$193 0.16% 52
2022
Q3 		$223K Buy
2,317
+2
+0.1% +$202 0.17% 47
2022
Q2 		$235K Buy
2,315
+390
+20% +$40.1K 0.17% 50
2022
Q1 		$206K Hold
1,925
– – 0.13% 54
2021
Q4 		$220K Buy
+1,925
New +$220K 0.14% 58

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

Silver Oak Advisory Group's AGG Position: Q2 2026 in Review

Silver Oak Advisory Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,379 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #77.

Silver Oak Advisory Group first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $237K in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Silver Oak Advisory Group held 2,379 shares of iShares Core US Aggregate Bond ETF worth $235K as of Q2 2026.
  • Silver Oak Advisory Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Silver Oak Advisory Group's portfolio in Q2 2026, its #77 holding.
  • Silver Oak Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Silver Oak Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $237K in Q4 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.