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CVA Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CVA Family Office’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 		$14.5M Buy
146,317
+7,084
+5% +$709K 1.53% 14
2025
Q4 		$13.9M Buy
139,233
+25,376
+22% +$2.55M 1.6% 13
2025
Q3 		$11.4M Buy
113,857
+8,593
+8% +$853K 1.47% 16
2025
Q2 		$10.4M Buy
105,264
+12,123
+13% +$1.19M 1.47% 16
2025
Q1 		$9.21M Buy
93,141
+18,188
+24% +$1.78M 1.41% 15
2024
Q4 		$7.26M Buy
74,953
+15,099
+25% +$1.49M 1.15% 19
2024
Q3 		$6.06M Buy
59,854
+11,765
+24% +$1.17M 0.98% 25
2024
Q2 		$4.67M Buy
48,089
+10,785
+29% +$1.04M 0.84% 27
2024
Q1 		$3.65M Buy
37,304
+20,103
+117% +$1.97M 0.65% 36
2023
Q4 		$1.71M Buy
17,201
+7,553
+78% +$719K 0.33% 52
2023
Q3 		$907K Buy
9,648
+7,183
+291% +$692K 0.21% 83
2023
Q2 		$241K Buy
2,465
+165
+7% +$16.3K 0.05% 195
2023
Q1 		$229K Hold
2,300
– – 0.05% 201
2022
Q4 		$223K Buy
+2,300
New +$222K 0.05% 198
2022
Q2 		– Sell
-1
Closed – – 899
2022
Q1 		$0 Sell
1
-7,807
-100% -$859K ﹤0.01% 945
2021
Q4 		$891K Buy
7,808
+4,214
+117% +$482K 0.22% 71
2021
Q3 		$424K Buy
3,594
+389
+12% +$45.1K 0.31% 58
2021
Q2 		$370K Buy
3,205
+1
+0% +$115 0.11% 110
2021
Q1 		$365K Buy
3,204
+2
+0.1% +$232 0.14% 91
2020
Q4 		$378K Sell
3,202
-392
-11% -$46.2K 0.23% 67
2020
Q3 		$424K Buy
3,594
+104
+3% +$12.3K 0.31% 58
2020
Q2 		$413K Sell
3,490
-41
-1% -$4.8K 0.34% 48
2020
Q1 		$407K Sell
3,531
-4,397
-55% -$501K 0.41% 49
2019
Q4 		$891K Buy
+7,928
New +$893K 0.82% 28

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CVA Family Office's AGG Position: Q1 2026 in Review

CVA Family Office increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.1% in Q1 2026, buying an estimated $709K and bringing the position to 146,317 shares worth $14.5M. The position accounts for 1.53% of the portfolio, ranked #14.

CVA Family Office first reported a position in AGG in Q4 2019 and has held it in 24 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • CVA Family Office held 146,317 shares of iShares Core US Aggregate Bond ETF worth $14.5M as of Q1 2026.
  • CVA Family Office bought 7,084 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $709K.
  • iShares Core US Aggregate Bond ETF made up 1.53% of CVA Family Office's portfolio in Q1 2026, its #14 holding.
  • CVA Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.