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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valley Wealth Managers's AGG Position: Q2 2026 in Review

Valley Wealth Managers increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, buying an estimated $16K and bringing the position to 1,359 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #188.

Valley Wealth Managers first reported a position in AGG in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.28M in Q3 2023. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Valley Wealth Managers held 1,359 shares of iShares Core US Aggregate Bond ETF worth $134K as of Q2 2026.
  • Valley Wealth Managers bought 162 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $16K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #188 holding.
  • Valley Wealth Managers first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Valley Wealth Managers's iShares Core US Aggregate Bond ETF position peaked at $6.28M in Q3 2023.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.