United Bank (Virginia)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

United Bank (Virginia)’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	$34.1M	Buy	343,098 +24,884	+8%	+$2.49M	4.36%	3
2025 Q4	$31.8M	Buy	318,214 +10,010	+3%	+$1M	4.2%	5
2025 Q3	$30.9M	Sell	308,204 -5,608	-2%	-$556K	3.68%	7
2025 Q2	$31.1M	Buy	313,812 +889	+0.3%	+$87.1K	3.73%	5
2025 Q1	$31M	Buy	312,923 +9,203	+3%	+$900K	3.94%	5
2024 Q4	$29.4M	Buy	303,720 +36,896	+14%	+$3.63M	3.51%	6
2024 Q3	$27M	Buy	+266,824	New	+$26.6M	3.14%	7
2022 Q3	–	Sell	-2,502	Closed	-$254K	–	161
2022 Q2	$254K	Buy	+2,502	New	+$257K	0.04%	133
2019 Q1	–	Sell	-4,550	Closed	-$485K	–	137
2018 Q4	$485K	Buy	+4,550	New	+$477K	0.1%	94
2017 Q4	–	Sell	-3,673	Closed	-$403K	–	141
2017 Q3	$403K	Buy	+3,673	New	+$403K	0.39%	37

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

United Bank (Virginia)'s AGG Position: Q1 2026 in Review

United Bank (Virginia) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q1 2026, buying an estimated $2.49M and bringing the position to 343,098 shares worth $34.1M. The position accounts for 4.36% of the portfolio, ranked #3.

United Bank (Virginia) first reported a position in AGG in Q3 2017 and has held it in 10 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

United Bank (Virginia) held 343,098 shares of iShares Core US Aggregate Bond ETF worth $34.1M as of Q1 2026.
United Bank (Virginia) bought 24,884 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.49M.
iShares Core US Aggregate Bond ETF made up 4.36% of United Bank (Virginia)'s portfolio in Q1 2026, its #3 holding.
United Bank (Virginia) first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 10 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on United Bank (Virginia)'s 13F filing for Q1 2026, filed 11 May 2026.