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 Q2	$1.46M	Buy	14,755 +366	+3%	+$36.2K	0.02%	323
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 $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

Atlantic Union Bankshares's AGG Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q2 2026, buying an estimated $36.2K and bringing the position to 14,755 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #323.

Atlantic Union Bankshares first reported a position in AGG in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.9M in Q2 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Atlantic Union Bankshares held 14,755 shares of iShares Core US Aggregate Bond ETF worth $1.46M as of Q2 2026.
Atlantic Union Bankshares bought 366 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $36.2K.
iShares Core US Aggregate Bond ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #323 holding.
Atlantic Union Bankshares first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 12 quarters since.
Atlantic Union Bankshares's iShares Core US Aggregate Bond ETF position peaked at $1.9M in Q2 2025.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.