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 Q2	$2.28M	Hold	23,009	–	–	0.77%	9
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 $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

Vernal Point Advisors's AGG Position: Q2 2026 in Review

Vernal Point Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 23,009 shares worth $2.28M. The position accounts for 0.77% of the portfolio, ranked #9.

Vernal Point Advisors first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.98M in Q1 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Vernal Point Advisors held 23,009 shares of iShares Core US Aggregate Bond ETF worth $2.28M as of Q2 2026.
Vernal Point Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.77% of Vernal Point Advisors's portfolio in Q2 2026, its #9 holding.
Vernal Point Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Vernal Point Advisors's iShares Core US Aggregate Bond ETF position peaked at $9.98M in Q1 2025.
2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vernal Point Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.