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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return