Woodmont Investment Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Woodmont Investment Counsel’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	–	Sell	-2,026	Closed	-$201K	–	288
2026 Q1	$201K	Hold	2,026	–	–	0.01%	259
2025 Q4	$202K	Hold	2,026	–	–	0.01%	255
2025 Q3	$203K	Hold	2,026	–	–	0.01%	256
2025 Q2	$201K	Hold	2,026	–	–	0.01%	274
2025 Q1	$200K	Buy	+2,026	New	+$198K	0.01%	265
2016 Q4	–	Sell	-1,113	Closed	-$125K	–	194
2016 Q3	$125K	Buy	+1,113	New	+$125K	0.04%	194
2016 Q2	–	Sell	-1,113	Closed	-$123K	–	191
2016 Q1	$123K	Hold	1,113	–	–	0.04%	193
2015 Q4	$120K	Hold	1,113	–	–	0.04%	205
2015 Q3	$122K	Hold	1,113	–	–	0.04%	202
2015 Q2	$121K	Buy	+1,113	New	+$122K	0.04%	202

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 22.96% 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

Woodmont Investment Counsel's AGG Position: Q2 2026 in Review

Woodmont Investment Counsel sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,026 shares — an estimated $201K sold.

Woodmont Investment Counsel first reported a position in AGG in Q2 2015 and held it in 10 quarters. The position peaked at $203K in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Woodmont Investment Counsel reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Woodmont Investment Counsel sold 2,026 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $201K.
Woodmont Investment Counsel first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and held it in 10 quarters.
Woodmont Investment Counsel's iShares Core US Aggregate Bond ETF position peaked at $203K in Q3 2025.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.