Victory Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Victory Financial Group’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	$648K	Buy	6,548 +693	+12%	+$68.6K	0.07%	178
2026 Q1	$581K	Buy	5,855 +51	+0.9%	+$5.1K	0.07%	176
2025 Q4	$580K	Buy	5,804 +1,178	+25%	+$118K	0.07%	164
2025 Q3	$464K	Sell	4,626 -84	-2%	-$8.33K	0.06%	156
2025 Q2	$467K	Sell	4,710 -4,700	-50%	-$461K	0.07%	128
2025 Q1	$931K	Sell	9,410 -3,164	-25%	-$309K	0.18%	65
2024 Q4	$1.22M	Buy	+12,574	New	+$1.24M	0.32%	46
2024 Q2	$2.65M	Buy	+27,255	New	+$2.63M	1.24%	16

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Victory Financial Group's AGG Position: Q2 2026 in Review

Victory Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $68.6K and bringing the position to 6,548 shares worth $648K. The position accounts for 0.07% of the portfolio, ranked #178.

Victory Financial Group first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.65M in Q2 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Victory Financial Group held 6,548 shares of iShares Core US Aggregate Bond ETF worth $648K as of Q2 2026.
Victory Financial Group bought 693 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $68.6K.
iShares Core US Aggregate Bond ETF made up 0.07% of Victory Financial Group's portfolio in Q2 2026, its #178 holding.
Victory Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Victory Financial Group's iShares Core US Aggregate Bond ETF position peaked at $2.65M in Q2 2024.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.