VFG
AGG icon

V2 Financial group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

V2 Financial group’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 		$1.1M Sell
11,082
-292
-3% -$29.2K 0.51% 31
2025
Q4 		$1.14M Buy
11,374
+158
+1% +$15.9K 0.56% 27
2025
Q3 		$1.12M Sell
11,216
-7
-0.1% -$695 0.62% 22
2025
Q2 		$1.11M Sell
11,223
-267
-2% -$26.2K 0.67% 21
2025
Q1 		$1.14M Sell
11,490
-23
-0.2% -$2.25K 0.73% 20
2024
Q4 		$1.12M Sell
11,513
-270
-2% -$26.6K 0.68% 22
2024
Q3 		$1.19M Sell
11,783
-12
-0.1% -$1.2K 0.77% 19
2024
Q2 		$1.16M Sell
11,795
-403
-3% -$38.9K 0.78% 19
2024
Q1 		$1.19M Sell
12,198
-360
-3% -$35.2K 0.82% 17
2023
Q4 		$1.25M Buy
12,558
+1,650
+15% +$157K 0.87% 17
2023
Q3 		$1.03M Sell
10,908
-5
-0% -$482 0.77% 18
2023
Q2 		$1.07M Sell
10,913
-10
-0.1% -$989 0.77% 17
2023
Q1 		$1.09M Sell
10,923
-607
-5% -$60K 0.79% 18
2022
Q4 		$1.12M Buy
11,530
+6,805
+144% +$658K 0.89% 17
2022
Q3 		$455K Buy
4,725
+2,231
+89% +$226K 0.4% 35
2022
Q2 		$254K Buy
+2,494
New +$256K 0.2% 51

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

V2 Financial group's AGG Position: Q1 2026 in Review

V2 Financial group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q1 2026, selling an estimated $29.2K and leaving 11,082 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #31.

V2 Financial group first reported a position in AGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q4 2023. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • V2 Financial group held 11,082 shares of iShares Core US Aggregate Bond ETF worth $1.1M as of Q1 2026.
  • V2 Financial group sold 292 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $29.2K.
  • iShares Core US Aggregate Bond ETF made up 0.51% of V2 Financial group's portfolio in Q1 2026, its #31 holding.
  • V2 Financial group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • V2 Financial group's iShares Core US Aggregate Bond ETF position peaked at $1.25M in Q4 2023.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.