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Verus Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Verus Capital Partners’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 		$353K Sell
3,553
-660
-16% -$66K 0.02% 328
2025
Q4 		$421K Buy
4,213
+634
+18% +$63.6K 0.03% 299
2025
Q3 		$359K Buy
3,579
+196
+6% +$19.4K 0.03% 293
2025
Q2 		$336K Sell
3,383
-72
-2% -$7.05K 0.03% 274
2025
Q1 		$342K Buy
3,455
+428
+14% +$41.8K 0.03% 264
2024
Q4 		$293K Buy
3,027
+77
+3% +$7.58K 0.03% 282
2024
Q3 		$299K Buy
2,950
+224
+8% +$22.3K 0.03% 264
2024
Q2 		$265K Buy
+2,726
New +$263K 0.03% 281
2022
Q4 		– Sell
-2,138
Closed -$207K – 273
2022
Q3 		$207K Buy
+2,138
New +$216K 0.04% 245
2022
Q2 		– Sell
-2,573
Closed -$275K – 291
2022
Q1 		$275K Buy
+2,573
New +$283K 0.04% 251
2020
Q1 		$31K Buy
+265
New +$30.2K 0.01% 647

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

Verus Capital Partners's AGG Position: Q1 2026 in Review

Verus Capital Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q1 2026, selling an estimated $66K and leaving 3,553 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #328.

Verus Capital Partners first reported a position in AGG in Q1 2020 and has held it in 11 quarters since. The position peaked at $421K in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Verus Capital Partners held 3,553 shares of iShares Core US Aggregate Bond ETF worth $353K as of Q1 2026.
  • Verus Capital Partners sold 660 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $66K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Verus Capital Partners's portfolio in Q1 2026, its #328 holding.
  • Verus Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 11 quarters since.
  • Verus Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $421K in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.