Vernal Point Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vernal Point Advisors’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	$2.28M	Sell	23,009 -5,375	-19%	-$538K	0.93%	10
2025 Q4	$2.83M	Sell	28,384 -59,061	-68%	-$5.93M	1.17%	9
2025 Q3	$8.77M	Sell	87,445 -2,830	-3%	-$281K	3.78%	5
2025 Q2	$8.96M	Sell	90,275 -10,648	-11%	-$1.04M	5.22%	5
2025 Q1	$9.98M	Buy	100,923 +20,426	+25%	+$2M	6.61%	4
2024 Q4	$7.8M	Buy	80,497 +10,334	+15%	+$1.02M	5.36%	5
2024 Q3	$7.11M	Sell	70,163 -100	-0.1%	-$9.98K	5.5%	5
2024 Q2	$6.82M	Hold	70,263	–	–	4.85%	5
2024 Q1	$6.88M	Buy	70,263 +5,577	+9%	+$546K	5.88%	5
2023 Q4	$6.42M	Buy	+64,686	New	+$6.16M	6.67%	5

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vernal Point Advisors's AGG Position: Q1 2026 in Review

Vernal Point Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 19% in Q1 2026, selling an estimated $538K and leaving 23,009 shares worth $2.28M. The position accounts for 0.93% of the portfolio, ranked #10.

Vernal Point Advisors first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.98M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Vernal Point Advisors held 23,009 shares of iShares Core US Aggregate Bond ETF worth $2.28M as of Q1 2026.
Vernal Point Advisors sold 5,375 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $538K.
iShares Core US Aggregate Bond ETF made up 0.93% of Vernal Point Advisors's portfolio in Q1 2026, its #10 holding.
Vernal Point Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Vernal Point Advisors's iShares Core US Aggregate Bond ETF position peaked at $9.98M in Q1 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Vernal Point Advisors's 13F filing for Q1 2026, filed 14 May 2026.