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Vermillion & White Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-1,634
Closed -$163K – 82
2025
Q4 		$163K Sell
1,634
-6
-0.4% -$602 0.09% 72
2025
Q3 		$164K Buy
1,640
+16
+1% +$1.59K 0.09% 70
2025
Q2 		$161K Buy
1,624
+28
+2% +$2.74K 0.1% 66
2025
Q1 		$158K Buy
1,596
+1,479
+1,264% +$145K 0.11% 59
2024
Q4 		$11.3K Hold
117
– – 0.01% 230
2024
Q3 		$11.8K Hold
117
– – 0.01% 218
2024
Q2 		$11.4K Hold
117
– – 0.01% 223
2024
Q1 		$11.5K Sell
117
-37
-24% -$3.62K 0.01% 212
2023
Q4 		$15.3K Buy
+154
New +$14.7K 0.01% 154

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

Vermillion & White Wealth Management Group's AGG Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 1,634 shares — an estimated $163K sold.

Vermillion & White Wealth Management Group first reported a position in AGG in Q4 2023 and held it in 9 quarters. The position peaked at $164K in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 1,634 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $163K.
  • Vermillion & White Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $164K in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.