Veracity Capital
AGG icon

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
Q3 		$772K Buy
8,169
+27
+0.3% +$2.62K 0.21% 92
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 		$1.86M 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 		$3.26M Buy
28,430
+2,137
+8% +$248K 1.4% 12
2021
Q2 		$3.03M Sell
26,293
-961
-4% -$110K 0.7% 27
2021
Q1 		$3.1M Sell
27,254
-6,229
-19% -$721K 1.42% 12
2020
Q4 		$3.96M Sell
33,483
-28,513
-46% -$3.36M 2.05% 8
2020
Q3 		$7.32M Sell
61,996
-4,995
-7% -$593K 4.11% 1
2020
Q2 		$7.92M Sell
66,991
-102,136
-60% -$12M 4.57% 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

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Veracity Capital's AGG Position: Q3 2026 in Review

Veracity Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.33% in Q3 2026, buying an estimated $2.62K and bringing the position to 8,169 shares worth $772K. The position accounts for 0.21% of the portfolio, ranked #92.

Veracity Capital first reported a position in AGG in Q4 2019 and has held it in 28 quarters since. The position peaked at $19.5M in Q1 2020. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Veracity Capital held 8,169 shares of iShares Core US Aggregate Bond ETF worth $772K as of Q3 2026.
  • Veracity Capital bought 27 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $2.62K.
  • iShares Core US Aggregate Bond ETF made up 0.21% of Veracity Capital's portfolio in Q3 2026, its #92 holding.
  • Veracity Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Veracity Capital's iShares Core US Aggregate Bond ETF position peaked at $19.5M in Q1 2020.
  • 684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.