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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

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

West Branch Capital's AGG Position: Q2 2026 in Review

West Branch Capital held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,430 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #77.

West Branch Capital first reported a position in AGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $341K in Q1 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • West Branch Capital held 2,430 shares of iShares Core US Aggregate Bond ETF worth $241K as of Q2 2026.
  • West Branch Capital left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of West Branch Capital's portfolio in Q2 2026, its #77 holding.
  • West Branch Capital first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's iShares Core US Aggregate Bond ETF position peaked at $341K in Q1 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.