WBC
AGG icon

West Branch Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

West Branch Capital’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 		$241K Hold
2,430
– – 0.06% 77
2026
Q1 		$241K Hold
2,430
– – 0.06% 72
2025
Q4 		$243K Sell
2,430
-948
-28% -$95.1K 0.06% 78
2025
Q3 		$339K Buy
3,378
+135
+4% +$13.4K 0.09% 69
2025
Q2 		$322K Sell
3,243
-200
-6% -$19.6K 0.1% 68
2025
Q1 		$341K Hold
3,443
– – 0.11% 62
2024
Q4 		$334K Buy
3,443
+150
+5% +$14.8K 0.11% 66
2024
Q3 		$333K Hold
3,293
– – 0.12% 64
2024
Q2 		$320K Hold
3,293
– – 0.12% 69
2024
Q1 		$323K Buy
3,293
+295
+10% +$28.9K 0.13% 66
2023
Q4 		$298K Buy
2,998
+993
+50% +$94.5K 0.14% 58
2023
Q3 		$189K Buy
2,005
+45
+2% +$4.33K 0.1% 78
2023
Q2 		$192K Buy
1,960
+545
+39% +$53.9K 0.1% 82
2023
Q1 		$141K Buy
1,415
+60
+4% +$5.93K 0.08% 94
2022
Q4 		$131K Buy
1,355
+105
+8% +$10.2K 0.08% 96
2022
Q3 		$120K Hold
1,250
– – 0.07% 101
2022
Q2 		$127K Hold
1,250
– – 0.07% 100
2022
Q1 		$134K Hold
1,250
– – 0.06% 105
2021
Q4 		$143K Hold
1,250
– – 0.06% 116
2021
Q3 		$144K Hold
1,250
– – 0.07% 107
2021
Q2 		$144K Buy
+1,250
New +$143K 0.07% 113

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SWM
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SP
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FCBT
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GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return