Wood Tarver Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wood Tarver Financial Group’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	$343K	Sell	3,469 -710	-17%	-$70.3K	0.08%	123
2026 Q1	$414K	Buy	4,179 +9	+0.2%	+$900	0.11%	101
2025 Q4	$416K	Sell	4,170 -23	-0.5%	-$2.31K	0.12%	102
2025 Q3	$420K	Sell	4,193 -170	-4%	-$16.9K	0.12%	101
2025 Q2	$432K	Sell	4,363 -168	-4%	-$16.5K	0.13%	91
2025 Q1	$448K	Sell	4,531 -1,244	-22%	-$122K	0.15%	87
2024 Q4	$559K	Buy	+5,775	New	+$569K	0.19%	71

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wood Tarver Financial Group's AGG Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q2 2026, selling an estimated $70.3K and leaving 3,469 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #123.

Wood Tarver Financial Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2024. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Wood Tarver Financial Group held 3,469 shares of iShares Core US Aggregate Bond ETF worth $343K as of Q2 2026.
Wood Tarver Financial Group sold 710 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $70.3K.
iShares Core US Aggregate Bond ETF made up 0.08% of Wood Tarver Financial Group's portfolio in Q2 2026, its #123 holding.
Wood Tarver Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's iShares Core US Aggregate Bond ETF position peaked at $559K in Q4 2024.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.