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Valley Forge Investment Consultants’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Valley Forge Investment Consultants’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 		$3.08M Sell
31,050
-27,423
-47% -$2.74M 0.92% 14
2025
Q4 		$5.84M Buy
58,473
+2,084
+4% +$209K 1.7% 9
2025
Q3 		$5.65M Buy
56,389
+109
+0.2% +$10.8K 1.65% 9
2025
Q2 		$5.58M Buy
56,280
+572
+1% +$56K 1.79% 9
2025
Q1 		$5.51M Buy
55,708
+24,041
+76% +$2.35M 1.96% 9
2024
Q4 		$3.07M Buy
31,667
+23,295
+278% +$2.29M 1.05% 13
2024
Q3 		$848K Buy
8,372
+403
+5% +$40.2K 0.3% 32
2024
Q2 		$774K Buy
7,969
+64
+0.8% +$6.18K 0.29% 29
2024
Q1 		$774K Buy
7,905
+1,118
+16% +$109K 0.3% 29
2023
Q4 		$674K Sell
6,787
-1,405
-17% -$134K 0.3% 34
2023
Q3 		$770K Buy
8,192
+748
+10% +$72K 0.35% 33
2023
Q2 		$729K Buy
7,444
+321
+5% +$31.7K 0.36% 30
2023
Q1 		$710K Sell
7,123
-1,374
-16% -$136K 0.37% 30
2022
Q4 		$824K Sell
8,497
-8,191
-49% -$792K 0.43% 26
2022
Q3 		$1.61M Sell
16,688
-1,502
-8% -$152K 0.88% 17
2022
Q2 		$1.85M Sell
18,190
-207
-1% -$21.3K 0.92% 16
2022
Q1 		$1.97M Sell
18,397
-732
-4% -$80.6K 0.81% 18
2021
Q4 		$2.18M Sell
19,129
-8,714
-31% -$997K 0.97% 16
2021
Q3 		$3.2M Buy
27,843
+40
+0.1% +$4.64K 1.72% 10
2021
Q2 		$3.21M Buy
27,803
+107
+0.4% +$12.3K 1.73% 11
2021
Q1 		$3.15M Buy
27,696
+78
+0.3% +$9.03K 2.16% 10
2020
Q4 		$3.26M Buy
+27,618
New +$3.25M 2.84% 9

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

Valley Forge Investment Consultants's AGG Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 47% in Q1 2026, selling an estimated $2.74M and leaving 31,050 shares worth $3.08M. The position accounts for 0.92% of the portfolio, ranked #14.

Valley Forge Investment Consultants first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.84M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Valley Forge Investment Consultants held 31,050 shares of iShares Core US Aggregate Bond ETF worth $3.08M as of Q1 2026.
  • Valley Forge Investment Consultants sold 27,423 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.74M.
  • iShares Core US Aggregate Bond ETF made up 0.92% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #14 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's iShares Core US Aggregate Bond ETF position peaked at $5.84M in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.