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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vericrest Private Wealth's AGG Position: Q2 2026 in Review

Vericrest Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, buying an estimated $902K and bringing the position to 90,226 shares worth $8.93M. The position accounts for 7.95% of the portfolio, ranked #2.

Vericrest Private Wealth first reported a position in AGG in Q4 2021 and has held it in 6 quarters since. The position peaked at $13.3M in Q4 2021. 2,095 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Vericrest Private Wealth held 90,226 shares of iShares Core US Aggregate Bond ETF worth $8.93M as of Q2 2026.
Vericrest Private Wealth bought 9,114 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $902K.
iShares Core US Aggregate Bond ETF made up 7.95% of Vericrest Private Wealth's portfolio in Q2 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 6 quarters since.
Vericrest Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $13.3M in Q4 2021.
2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.