Atlantic Union Bankshares’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atlantic Union Bankshares’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 Q1	$1.43M	Sell	14,389 -200	-1%	-$20K	0.03%	318
2025 Q4	$1.46M	Sell	14,589 -1,284	-8%	-$129K	0.03%	329
2025 Q3	$1.59M	Sell	15,873 -3,316	-17%	-$329K	0.03%	318
2025 Q2	$1.9M	Buy	+19,189	New	+$1.88M	0.04%	260
2021 Q4	–	Sell	-1,771	Closed	-$203K	–	261
2021 Q3	$203K	Sell	1,771 -902	-34%	-$105K	0.02%	260
2021 Q2	$308K	Sell	2,673 -1,620	-38%	-$186K	0.03%	230
2021 Q1	$489K	Sell	4,293 -190	-4%	-$22K	0.05%	190
2020 Q4	$530K	Buy	4,483 +416	+10%	+$49K	0.06%	182
2020 Q3	$480K	Sell	4,067 -3,598	-47%	-$427K	0.06%	181
2020 Q2	$906K	Sell	7,665 -665	-8%	-$77.8K	0.11%	143
2020 Q1	$961K	Buy	+8,330	New	+$949K	0.14%	133

Other funds holding AGG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Atlantic Union Bankshares's AGG Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q1 2026, selling an estimated $20K and leaving 14,389 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #318.

Atlantic Union Bankshares first reported a position in AGG in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.9M in Q2 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Atlantic Union Bankshares held 14,389 shares of iShares Core US Aggregate Bond ETF worth $1.43M as of Q1 2026.
Atlantic Union Bankshares sold 200 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $20K.
iShares Core US Aggregate Bond ETF made up 0.03% of Atlantic Union Bankshares's portfolio in Q1 2026, its #318 holding.
Atlantic Union Bankshares first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 11 quarters since.
Atlantic Union Bankshares's iShares Core US Aggregate Bond ETF position peaked at $1.9M in Q2 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.