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Tanglewood Legacy Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tanglewood Legacy Advisors’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 		$12.2K Sell
123
-79
-39% -$7.82K ﹤0.01% 229
2026
Q1 		$20.1K Buy
202
+1
+0.5% +$100 0.01% 204
2025
Q4 		$20.1K Buy
201
+67
+50% +$6.72K 0.01% 205
2025
Q3 		$13.4K Buy
134
+1
+0.8% +$99 0.01% 228
2025
Q2 		$13.2K Sell
133
-11
-8% -$1.08K 0.01% 236
2025
Q1 		$14.2K Sell
144
-33
-19% -$3.23K 0.01% 238
2024
Q4 		$17.1K Buy
177
+2
+1% +$197 0.01% 232
2024
Q3 		$17.7K Buy
175
+1
+0.6% +$100 0.01% 218
2024
Q2 		$16.9K Sell
174
-44
-20% -$4.25K 0.01% 219
2024
Q1 		$21.4K Sell
218
-695
-76% -$68K 0.01% 218
2023
Q4 		$90.6K Sell
913
-98
-10% -$9.33K 0.05% 122
2023
Q3 		$95.1K Buy
1,011
+1
+0.1% +$96 0.06% 116
2023
Q2 		$98.9K Buy
1,010
+1
+0.1% +$99 0.06% 118
2023
Q1 		$101K Buy
1,009
+1
+0.1% +$99 0.06% 110
2022
Q4 		$97.8K Buy
+1,008
New +$97.5K 0.07% 93

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

Tanglewood Legacy Advisors's AGG Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 39% in Q2 2026, selling an estimated $7.82K and leaving 123 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Tanglewood Legacy Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $101K in Q1 2023. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Tanglewood Legacy Advisors held 123 shares of iShares Core US Aggregate Bond ETF worth $12.2K as of Q2 2026.
  • Tanglewood Legacy Advisors sold 79 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $7.82K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #229 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's iShares Core US Aggregate Bond ETF position peaked at $101K in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.