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

Willow Creek 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
2025 Q3	$339K	Hold	3,378	–	–	0.03%	134
2025 Q2	$335K	Hold	3,378	–	–	0.03%	127
2025 Q1	$334K	Hold	3,378	–	–	0.03%	117
2024 Q4	$327K	Hold	3,378	–	–	0.03%	123
2024 Q3	$342K	Hold	3,378	–	–	0.04%	120
2024 Q2	$328K	Hold	3,378	–	–	0.04%	112
2024 Q1	$331K	Hold	3,378	–	–	0.04%	116
2023 Q4	$335K	Hold	3,378	–	–	0.04%	106
2023 Q3	$318K	Sell	3,378 -13	-0.4%	-$1.25K	0.05%	100
2023 Q2	$332K	Buy	3,391 +13	+0.4%	+$1.28K	0.05%	107
2023 Q1	$337K	Sell	3,378 -306	-8%	-$30.2K	0.05%	94
2022 Q4	$357K	Buy	+3,684	New	+$356K	0.06%	87

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

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

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

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Willow Creek Wealth Management's AGG Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2025 at 3,378 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #134.

Willow Creek Wealth Management first reported a position in AGG in Q4 2022 and has held it in 12 quarters since. The position peaked at $357K in Q4 2022. 1,930 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Willow Creek Wealth Management held 3,378 shares of iShares Core US Aggregate Bond ETF worth $339K as of Q3 2025.
Willow Creek Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2025.
iShares Core US Aggregate Bond ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #134 holding.
Willow Creek Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
Willow Creek Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $357K in Q4 2022.
1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.