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

Silver Oak Securities’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 		$422K Buy
4,264
+1,170
+38% +$116K 0.03% 513
2026
Q1 		$307K Sell
3,094
-918
-23% -$91.8K 0.02% 591
2025
Q4 		$402K Sell
4,012
-102
-2% -$10.2K 0.03% 530
2025
Q3 		$412K Sell
4,114
-1,535
-27% -$152K 0.03% 480
2025
Q2 		$560K Buy
5,649
+90
+2% +$8.82K 0.05% 379
2025
Q1 		$549K Buy
5,559
+665
+14% +$65K 0.05% 352
2024
Q4 		$475K Sell
4,894
-1,127
-19% -$111K 0.04% 392
2024
Q3 		$601K Sell
6,021
-4,208
-41% -$420K 0.06% 298
2024
Q2 		$993K Buy
10,229
+5,872
+135% +$567K 0.15% 135
2024
Q1 		$427K Sell
4,357
-814
-16% -$79.7K 0.07% 245
2023
Q4 		$513K Buy
5,171
+1,184
+30% +$113K 0.07% 269
2023
Q3 		$375K Sell
3,987
-2,029
-34% -$195K 0.08% 194
2023
Q2 		$589K Sell
6,016
-14
-0.2% -$1.38K 0.09% 201
2023
Q1 		$601K Sell
6,030
-140
-2% -$13.8K 0.1% 167
2022
Q4 		$598K Buy
6,170
+2,183
+55% +$211K 0.11% 136
2022
Q3 		$375K Sell
3,987
-2,976
-43% -$301K 0.08% 194
2022
Q2 		$718K Sell
6,963
-420
-6% -$43.2K 0.16% 102
2022
Q1 		$771K Buy
+7,383
New +$812K 0.16% 131

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 Securities's AGG Position: Q2 2026 in Review

Silver Oak Securities increased its iShares Core US Aggregate Bond ETF (AGG) stake by 38% in Q2 2026, buying an estimated $116K and bringing the position to 4,264 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #513.

Silver Oak Securities first reported a position in AGG in Q1 2022 and has held it in 18 quarters since. The position peaked at $993K in Q2 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Silver Oak Securities held 4,264 shares of iShares Core US Aggregate Bond ETF worth $422K as of Q2 2026.
  • Silver Oak Securities bought 1,170 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #513 holding.
  • Silver Oak Securities first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's iShares Core US Aggregate Bond ETF position peaked at $993K in Q2 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.