Woodard & Company Asset Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Woodard & Company Asset Management 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	$4.26M	Buy	43,025 +12,250	+40%	+$1.21M	0.61%	37
2026 Q1	$3.06M	Buy	30,775 +7,916	+35%	+$792K	0.49%	39
2025 Q4	$2.28M	Buy	+22,859	New	+$2.29M	0.36%	48
2024 Q2	–	Sell	-91	Closed	-$8.91K	–	120
2024 Q1	$8.91K	Sell	91 -459	-83%	-$44.9K	﹤0.01%	102
2023 Q4	$54.6K	Buy	+550	New	+$52.3K	0.02%	89
2018 Q4	–	Sell	-301	Closed	-$32K	–	27
2018 Q3	$32K	Buy	+301	New	+$31.9K	0.03%	105

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Woodard & Company Asset Management Group's AGG Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 40% in Q2 2026, buying an estimated $1.21M and bringing the position to 43,025 shares worth $4.26M. The position accounts for 0.61% of the portfolio, ranked #37.

Woodard & Company Asset Management Group first reported a position in AGG in Q3 2018 and has held it in 6 quarters since. 1,056 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Woodard & Company Asset Management Group held 43,025 shares of iShares Core US Aggregate Bond ETF worth $4.26M as of Q2 2026.
Woodard & Company Asset Management Group bought 12,250 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.21M.
iShares Core US Aggregate Bond ETF made up 0.61% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #37 holding.
Woodard & Company Asset Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 6 quarters since.
1,056 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.