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Veracity Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Veracity Capital’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 		$806K Buy
8,142
+387
+5% +$38.3K 0.22% 94
2026
Q1 		$770K Buy
7,755
+352
+5% +$35.2K 0.28% 79
2025
Q4 		$739K Buy
7,403
+147
+2% +$14.8K 0.22% 96
2025
Q3 		$727K Buy
7,256
+196
+3% +$19.4K 0.23% 92
2025
Q2 		$700K Buy
7,060
+55
+0.8% +$5.39K 0.24% 95
2025
Q1 		$693K Sell
7,005
-1,758
-20% -$172K 0.27% 84
2024
Q4 		$849K Buy
8,763
+1,846
+27% +$182K 0.31% 68
2024
Q3 		$701K Sell
6,917
-79
-1% -$7.88K 0.27% 78
2024
Q2 		$679K Sell
6,996
-2,200
-24% -$212K 0.28% 70
2024
Q1 		$901K Sell
9,196
-1,367
-13% -$134K 0.35% 60
2023
Q4 		$1.05M Sell
10,563
-363
-3% -$34.5K 0.42% 39
2023
Q3 		$1.03M Sell
10,926
-843
-7% -$81.2K 0.48% 38
2023
Q2 		$1.15M Buy
11,769
+937
+9% +$92.6K 0.49% 44
2023
Q1 		$1.08M Buy
10,832
+198
+2% +$19.6K 0.5% 35
2022
Q4 		$1.03M Sell
10,634
-342
-3% -$33.1K 0.49% 39
2022
Q3 		$1.06M Buy
10,976
+272
+3% +$27.5K 0.58% 34
2022
Q2 		$1.09M Sell
10,704
-6,619
-38% -$680K 0.58% 39
2022
Q1 		$1.85M Sell
17,323
-12,306
-42% -$1.35M 0.77% 22
2021
Q4 		$3.38M Buy
29,629
+1,199
+4% +$137K 1.36% 11
2021
Q3 		$3.27M Buy
28,430
+2,137
+8% +$248K 1.4% 12
2021
Q2 		$3.03M Sell
26,293
-28,215
-52% -$3.23M 0.7% 27
2021
Q1 		$6.2M Sell
54,508
-12,458
-19% -$1.44M 1.32% 13
2020
Q4 		$7.91M Sell
66,966
-57,026
-46% -$6.72M 1.98% 8
2020
Q3 		$14.6M Sell
123,992
-9,990
-7% -$1.19M 3.99% 1
2020
Q2 		$15.8M Sell
133,982
-35,145
-21% -$4.11M 4.43% 1
2020
Q1 		$19.5M Sell
169,127
-3,957
-2% -$451K 5.64% 1
2019
Q4 		$19.4M Buy
+173,084
New +$19.5M 5.03% 3

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Veracity Capital's AGG Position: Q2 2026 in Review

Veracity Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5% in Q2 2026, buying an estimated $38.3K and bringing the position to 8,142 shares worth $806K. The position accounts for 0.22% of the portfolio, ranked #94.

Veracity Capital first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.5M in Q1 2020. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Veracity Capital held 8,142 shares of iShares Core US Aggregate Bond ETF worth $806K as of Q2 2026.
  • Veracity Capital bought 387 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $38.3K.
  • iShares Core US Aggregate Bond ETF made up 0.22% of Veracity Capital's portfolio in Q2 2026, its #94 holding.
  • Veracity Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Veracity Capital's iShares Core US Aggregate Bond ETF position peaked at $19.5M in Q1 2020.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.