Versant Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Versant Capital Management’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 Q3	$5.58K	Hold	59	–	–	﹤0.01%	2433
2026 Q2	$5.84K	Hold	59	–	–	﹤0.01%	2400
2026 Q1	$5.86K	Hold	59	–	–	﹤0.01%	2338
2025 Q4	$5.89K	Hold	59	–	–	﹤0.01%	2192
2025 Q3	$5.92K	Hold	59	–	–	﹤0.01%	2143
2025 Q2	$5.85K	Hold	59	–	–	﹤0.01%	2103
2025 Q1	$5.84K	Hold	59	–	–	﹤0.01%	1977
2024 Q4	$5.72K	Hold	59	–	–	﹤0.01%	1698
2024 Q3	$5.97K	Hold	59	–	–	﹤0.01%	1234
2024 Q2	$5.73K	Hold	59	–	–	﹤0.01%	1176
2024 Q1	$5.78K	Hold	59	–	–	﹤0.01%	970
2023 Q4	$5.86K	Hold	59	–	–	﹤0.01%	920
2023 Q3	$5.55K	Hold	59	–	–	﹤0.01%	942
2023 Q2	$5.78K	Hold	59	–	–	﹤0.01%	985
2023 Q1	$5.88K	Hold	59	–	–	﹤0.01%	892
2022 Q4	$5.72K	Buy	+59	New	+$5.71K	﹤0.01%	845

Other funds holding AGG

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Versant Capital Management's AGG Position: Q3 2026 in Review

Versant Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 59 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Versant Capital Management first reported a position in AGG in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.97K in Q3 2024. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Versant Capital Management held 59 shares of iShares Core US Aggregate Bond ETF worth $5.58K as of Q3 2026.
Versant Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2433 holding.
Versant Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
Versant Capital Management's iShares Core US Aggregate Bond ETF position peaked at $5.97K in Q3 2024.
120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.