VVP
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Venture Visionary Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Venture Visionary Partners’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 		$2.23M Buy
23,597
+1,787
+8% +$174K 0.06% 234
2026
Q2 		$2.16M Buy
21,810
+6,081
+39% +$602K 0.06% 236
2026
Q1 		$1.56M Buy
15,729
+627
+4% +$62.7K 0.05% 260
2025
Q4 		$1.51M Buy
15,102
+7,581
+101% +$761K 0.05% 258
2025
Q3 		$754K Buy
7,521
+1,395
+23% +$138K 0.03% 338
2025
Q2 		$608K Buy
6,126
+1,823
+42% +$179K 0.02% 358
2025
Q1 		$426K Sell
4,303
-210
-5% -$20.5K 0.02% 413
2024
Q4 		$437K Buy
4,513
+112
+3% +$11K 0.02% 394
2024
Q3 		$446K Sell
4,401
-22
-0.5% -$2.19K 0.02% 398
2024
Q2 		$429K Sell
4,423
-49
-1% -$4.73K 0.02% 407
2024
Q1 		$438K Buy
4,472
+19
+0.4% +$1.86K 0.02% 403
2023
Q4 		$442K Buy
+4,453
New +$424K 0.02% 373
2023
Q3 		– Sell
-3,340
Closed -$327K – 510
2023
Q2 		$327K Buy
3,340
+286
+9% +$28.3K 0.02% 406
2023
Q1 		$304K Buy
3,054
+74
+2% +$7.31K 0.02% 406
2022
Q4 		$289K Sell
2,980
-10,914
-79% -$1.06M 0.02% 397
2022
Q3 		$1.34M Buy
13,894
+308
+2% +$31.1K 0.11% 160
2022
Q2 		$1.38M Buy
13,586
+1,257
+10% +$129K 0.11% 160
2022
Q1 		$1.32M Sell
12,329
-1,541
-11% -$170K 0.09% 183
2021
Q4 		$1.58M Sell
13,870
-26
-0.2% -$2.97K 0.1% 163
2021
Q3 		$1.57M Buy
13,896
+569
+4% +$66K 0.11% 160
2021
Q2 		$1.54M Buy
13,327
+2,092
+19% +$240K 0.12% 155
2021
Q1 		$1.28M Buy
11,235
+3,419
+44% +$396K 0.11% 170
2020
Q4 		$923K Buy
7,816
+1,595
+26% +$188K 0.1% 165
2020
Q3 		$734K Buy
6,221
+2,325
+60% +$276K 0.18% 83
2020
Q2 		$460K Buy
+3,896
New +$456K 0.13% 96

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

Venture Visionary Partners's AGG Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.2% in Q3 2026, buying an estimated $174K and bringing the position to 23,597 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #234.

Venture Visionary Partners first reported a position in AGG in Q2 2020 and has held it in 25 quarters since. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Venture Visionary Partners held 23,597 shares of iShares Core US Aggregate Bond ETF worth $2.23M as of Q3 2026.
  • Venture Visionary Partners bought 1,787 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $174K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Venture Visionary Partners's portfolio in Q3 2026, its #234 holding.
  • Venture Visionary Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.