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

Vigilare 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
Q2 		– Sell
-6,621
Closed -$657K – 124
2026
Q1 		$657K Sell
6,621
-6
-0.1% -$600 0.22% 55
2025
Q4 		$662K Sell
6,627
-40
-0.6% -$4.01K 0.22% 58
2025
Q3 		$668K Hold
6,667
– – 0.23% 57
2025
Q2 		$661K Sell
6,667
-51
-0.8% -$5K 0.25% 55
2025
Q1 		$665K Buy
6,718
+38
+0.6% +$3.71K 0.27% 40
2024
Q4 		$647K Sell
6,680
-4,161
-38% -$410K 0.26% 39
2024
Q3 		$1.1M Buy
10,841
+5,625
+108% +$561K 0.44% 32
2024
Q2 		$506K Sell
5,216
-4,827
-48% -$466K 0.22% 48
2024
Q1 		$984K Buy
10,043
+1,697
+20% +$166K 0.48% 33
2023
Q4 		$828K Sell
8,346
-27,857
-77% -$2.65M 0.43% 34
2023
Q3 		$3.4M Sell
36,203
-11,459
-24% -$1.1M 2.17% 9
2023
Q2 		$4.67M Sell
47,662
-940
-2% -$92.9K 2.69% 6
2023
Q1 		$4.84M Sell
48,602
-177,233
-78% -$17.5M 2.73% 6
2022
Q4 		$21.9M Buy
+225,835
New +$21.8M 12.78% 3
2021
Q3 		– Sell
-11,273
Closed -$1.3M – 191
2021
Q2 		$1.3M Sell
11,273
-2,852
-20% -$327K 0.79% 32
2021
Q1 		$1.61M Buy
14,125
+3,309
+31% +$383K 1.14% 16
2020
Q4 		$1.28M Sell
10,816
-80
-0.7% -$9.42K 1.21% 22
2020
Q3 		$1.29M Buy
10,896
+1,735
+19% +$206K 1.34% 18
2020
Q2 		$1.08M Buy
+9,161
New +$1.07M 1.1% 22

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Vigilare Wealth Management's AGG Position: Q2 2026 in Review

Vigilare Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 6,621 shares — an estimated $657K sold.

Vigilare Wealth Management first reported a position in AGG in Q2 2020 and held it in 19 quarters. The position peaked at $21.9M in Q4 2022. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Vigilare Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vigilare Wealth Management sold 6,621 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $657K.
  • Vigilare Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 19 quarters.
  • Vigilare Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $21.9M in Q4 2022.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.