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

Vericrest Private Wealth's AGG Position: Q1 2026 in Review

Vericrest Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $827K and bringing the position to 81,112 shares worth $8.05M. The position accounts for 7.22% of the portfolio, ranked #2.

Vericrest Private Wealth first reported a position in AGG in Q4 2021 and has held it in 5 quarters since. The position peaked at $13.3M in Q4 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Vericrest Private Wealth held 81,112 shares of iShares Core US Aggregate Bond ETF worth $8.05M as of Q1 2026.
  • Vericrest Private Wealth bought 8,265 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $827K.
  • iShares Core US Aggregate Bond ETF made up 7.22% of Vericrest Private Wealth's portfolio in Q1 2026, its #2 holding.
  • Vericrest Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Vericrest Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $13.3M in Q4 2021.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.