VWM
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Valley Wealth Managers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Valley Wealth Managers’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
Q3 		$113K Sell
1,197
-162
-12% -$15.7K 0.01% 191
2026
Q2 		$134K Buy
1,359
+162
+14% +$16K 0.01% 188
2026
Q1 		$119K Sell
1,197
-1
-0.1% -$100 0.01% 183
2025
Q4 		$120K Sell
1,198
-77
-6% -$7.73K 0.01% 185
2025
Q3 		$128K Sell
1,275
-283
-18% -$28.1K 0.01% 178
2025
Q2 		$155K Buy
1,558
+239
+18% +$23.4K 0.01% 177
2025
Q1 		$130K Hold
1,319
– – 0.01% 178
2024
Q4 		$128K Sell
1,319
-382
-22% -$37.6K 0.01% 185
2024
Q3 		$172K Sell
1,701
-205
-11% -$20.5K 0.01% 183
2024
Q2 		$185K Sell
1,906
-30,715
-94% -$2.96M 0.01% 189
2024
Q1 		$3.19M Sell
32,621
-7,825
-19% -$766K 0.24% 102
2023
Q4 		$4.01M Sell
40,446
-26,305
-39% -$2.5M 0.31% 87
2023
Q3 		$6.28M Buy
66,751
+66,399
+18,863% +$6.39M 0.52% 53
2023
Q2 		$34.5K Sell
352
-358
-50% -$35.4K ﹤0.01% 222
2023
Q1 		$70.7K Buy
710
+410
+137% +$40.5K 0.01% 202
2022
Q4 		$29.1K Hold
300
– – ﹤0.01% 257
2022
Q3 		$29K Hold
300
– – ﹤0.01% 267
2022
Q2 		$31K Buy
+300
New +$30.8K ﹤0.01% 279

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Valley Wealth Managers's AGG Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q3 2026, selling an estimated $15.7K and leaving 1,197 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #191.

Valley Wealth Managers first reported a position in AGG in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.28M in Q3 2023. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Valley Wealth Managers held 1,197 shares of iShares Core US Aggregate Bond ETF worth $113K as of Q3 2026.
  • Valley Wealth Managers sold 162 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $15.7K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #191 holding.
  • Valley Wealth Managers first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Valley Wealth Managers's iShares Core US Aggregate Bond ETF position peaked at $6.28M in Q3 2023.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.