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Vestia Personal Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vestia Personal Wealth 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 		$220K Buy
2,218
+30
+1% +$2.97K 0.09% 103
2026
Q1 		$217K Buy
+2,188
New +$219K 0.1% 95
2025
Q3 		– Sell
-2,167
Closed -$215K – 100
2025
Q2 		$215K Buy
2,167
+107
+5% +$10.5K 0.15% 93
2025
Q1 		$204K Sell
2,060
-433
-17% -$42.3K 0.16% 89
2024
Q4 		$242K Buy
2,493
+121
+5% +$11.9K 0.2% 80
2024
Q3 		$240K Buy
2,372
+160
+7% +$16K 0.23% 68
2024
Q2 		$215K Buy
+2,212
New +$214K 0.23% 67

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vestia Personal Wealth Advisors's AGG Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q2 2026, buying an estimated $2.97K and bringing the position to 2,218 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #103.

Vestia Personal Wealth Advisors first reported a position in AGG in Q2 2024 and has held it in 7 quarters since. The position peaked at $242K in Q4 2024. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Vestia Personal Wealth Advisors held 2,218 shares of iShares Core US Aggregate Bond ETF worth $220K as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 30 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.97K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Vestia Personal Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Vestia Personal Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $242K in Q4 2024.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.