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Vestmark Advisory Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vestmark Advisory Solutions’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 		$53M Buy
533,901
+6,943
+1% +$695K 0.59% 25
2025
Q4 		$52.6M Sell
526,958
-487,052
-48% -$48.9M 0.71% 19
2025
Q3 		$102M Sell
1,014,010
-523,264
-34% -$51.9M 1.94% 7
2025
Q2 		$152M Buy
1,537,274
+1,224,041
+391% +$120M 2.2% 7
2025
Q1 		$31M Buy
313,233
+94,562
+43% +$9.24M 0.8% 23
2024
Q4 		$21.2M Buy
218,671
+33,719
+18% +$3.32M 0.73% 26
2024
Q3 		$18.7M Buy
184,952
+5,260
+3% +$525K 0.7% 28
2024
Q2 		$17.4M Sell
179,692
-8,965
-5% -$865K 0.73% 27
2024
Q1 		$18.5M Sell
188,657
-1,763
-0.9% -$173K 0.8% 24
2023
Q4 		$18.9M Sell
190,420
-61,116
-24% -$5.82M 0.96% 17
2023
Q3 		$23.7M Buy
251,536
+14,498
+6% +$1.4M 1.72% 12
2023
Q2 		$23.2M Buy
237,038
+39,187
+20% +$3.87M 0.88% 15
2023
Q1 		$19.7M Buy
197,851
+70,880
+56% +$7.01M 0.85% 14
2022
Q4 		$12.3M Buy
126,971
+31,291
+33% +$3.03M 0.6% 24
2022
Q3 		$9.22M Buy
95,680
+28,124
+42% +$2.84M 0.51% 32
2022
Q2 		$6.87M Buy
67,556
+10,405
+18% +$1.07M 0.39% 44
2022
Q1 		$6.12M Buy
+57,151
New +$6.29M 0.35% 56

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

Vestmark Advisory Solutions's AGG Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q1 2026, buying an estimated $695K and bringing the position to 533,901 shares worth $53M. The position accounts for 0.59% of the portfolio, ranked #25.

Vestmark Advisory Solutions first reported a position in AGG in Q1 2022 and has held it in 17 quarters since. The position peaked at $152M in Q2 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Vestmark Advisory Solutions held 533,901 shares of iShares Core US Aggregate Bond ETF worth $53M as of Q1 2026.
  • Vestmark Advisory Solutions bought 6,943 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $695K.
  • iShares Core US Aggregate Bond ETF made up 0.59% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #25 holding.
  • Vestmark Advisory Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Vestmark Advisory Solutions's iShares Core US Aggregate Bond ETF position peaked at $152M in Q2 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.