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Vantage Financial Partners (Wisconsin)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$14.2M Sell
142,343
-1,506
-1% -$151K 2.89% 9
2025
Q3 		$14.4M Sell
143,849
-14,110
-9% -$1.4M 3.04% 8
2025
Q2 		$15.7M Sell
157,959
-60,710
-28% -$5.95M 3.62% 7
2025
Q1 		$21.6M Sell
218,669
-119,161
-35% -$11.6M 5.38% 4
2024
Q4 		$32.7M Sell
337,830
-98,178
-23% -$9.67M 8.19% 2
2024
Q3 		$44.2M Buy
436,008
+68,302
+19% +$6.81M 10.95% 2
2024
Q2 		$35.7M Buy
367,706
+22,904
+7% +$2.21M 9.27% 2
2024
Q1 		$33.8M Buy
344,802
+9,482
+3% +$928K 9.09% 2
2023
Q4 		$33.3M Buy
335,320
+28,241
+9% +$2.69M 9.77% 2
2023
Q3 		$28.9M Buy
307,079
+10,146
+3% +$977K 11.35% 2
2023
Q2 		$29.1M Buy
296,933
+21,984
+8% +$2.17M 10.87% 2
2023
Q1 		$27.4M Buy
274,949
+20,615
+8% +$2.04M 10.89% 2
2022
Q4 		$24.7M Buy
254,334
+47,700
+23% +$4.61M 14.69% 2
2022
Q3 		$19.9M Buy
+206,634
New +$20.9M 13.41% 2

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Vantage Financial Partners (Wisconsin)'s AGG Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q4 2025, selling an estimated $151K and leaving 142,343 shares worth $14.2M. The position accounts for 2.89% of the portfolio, ranked #9.

Vantage Financial Partners (Wisconsin) first reported a position in AGG in Q3 2022 and has held it in 14 quarters since. The position peaked at $44.2M in Q3 2024. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 142,343 shares of iShares Core US Aggregate Bond ETF worth $14.2M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 1,506 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $151K.
  • iShares Core US Aggregate Bond ETF made up 2.89% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #9 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Core US Aggregate Bond ETF position peaked at $44.2M in Q3 2024.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.