SilverOak Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SilverOak Wealth Management’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	$237K	Hold	2,390	–	–	0.03%	116
2026 Q1	$237K	Buy	2,390 +153	+7%	+$15.3K	0.04%	112
2025 Q4	$223K	Hold	2,237	–	–	0.04%	111
2025 Q3	$224K	Buy	2,237 +67	+3%	+$6.65K	0.04%	105
2025 Q2	$215K	Hold	2,170	–	–	0.04%	109
2025 Q1	$215K	Buy	+2,170	New	+$212K	0.05%	92

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SilverOak Wealth Management's AGG Position: Q2 2026 in Review

SilverOak Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,390 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #116.

SilverOak Wealth Management first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $237K in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

SilverOak Wealth Management held 2,390 shares of iShares Core US Aggregate Bond ETF worth $237K as of Q2 2026.
SilverOak Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.03% of SilverOak Wealth Management's portfolio in Q2 2026, its #116 holding.
SilverOak Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
SilverOak Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $237K in Q1 2026.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.