Verus Wealth Management
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Verus Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Verus Wealth 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 		$2.5M Buy
26,419
+18,002
+214% +$1.75M 1.57% 21
2026
Q2 		$833K Buy
8,417
+360
+4% +$35.6K 0.69% 29
2026
Q1 		$800K Buy
8,057
+106
+1% +$10.6K 0.74% 29
2025
Q4 		$794K Buy
7,951
+246
+3% +$24.7K 0.74% 29
2025
Q3 		$772K Sell
7,705
-548
-7% -$54.4K 0.72% 29
2025
Q2 		$819K Buy
8,253
+4,729
+134% +$463K 0.82% 28
2025
Q1 		$349K Sell
3,524
-50
-1% -$4.89K 0.38% 38
2024
Q4 		$346K Buy
+3,574
New +$352K 0.39% 40

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Verus Wealth Management's AGG Position: Q3 2026 in Review

Verus Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 214% in Q3 2026, buying an estimated $1.75M and bringing the position to 26,419 shares worth $2.5M. The position accounts for 1.57% of the portfolio, ranked #21.

Verus Wealth Management first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Verus Wealth Management held 26,419 shares of iShares Core US Aggregate Bond ETF worth $2.5M as of Q3 2026.
  • Verus Wealth Management bought 18,002 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.75M.
  • iShares Core US Aggregate Bond ETF made up 1.57% of Verus Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Verus Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.