Vericrest Private Wealth
AGG icon

Vericrest Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vericrest Private Wealth’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 		$8.98M Buy
94,998
+4,772
+5% +$464K 8% 3
2026
Q2 		$8.93M Buy
90,226
+9,114
+11% +$902K 7.95% 2
2026
Q1 		$8.05M Buy
81,112
+8,265
+11% +$827K 7.22% 2
2025
Q4 		$7.28M Buy
+72,847
New +$7.31M 6.47% 2
2022
Q2 		$9.1M Sell
89,477
-14,854
-14% -$1.53M 11.16% 1
2022
Q1 		$11.2M Sell
104,331
-12,115
-10% -$1.33M 11.62% 1
2021
Q4 		$13.3M Buy
+116,446
New +$13.3M 12.32% 1

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Vericrest Private Wealth's AGG Position: Q3 2026 in Review

Vericrest Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q3 2026, buying an estimated $464K and bringing the position to 94,998 shares worth $8.98M. The position accounts for 8% of the portfolio, ranked #3.

Vericrest Private Wealth first reported a position in AGG in Q4 2021 and has held it in 7 quarters since. The position peaked at $13.3M in Q4 2021. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Vericrest Private Wealth held 94,998 shares of iShares Core US Aggregate Bond ETF worth $8.98M as of Q3 2026.
  • Vericrest Private Wealth bought 4,772 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $464K.
  • iShares Core US Aggregate Bond ETF made up 8% of Vericrest Private Wealth's portfolio in Q3 2026, its #3 holding.
  • Vericrest Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 7 quarters since.
  • Vericrest Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $13.3M in Q4 2021.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.