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Virginia Estate & Retirement Planning Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Virginia Estate & Retirement Planning 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 		$70.1K Buy
443
+401
+955% +$39.7K 0.08% 41
2026
Q1 		$27.4K Buy
+42
New +$4.2K 0.05% 52

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 $80B AUM 26.12% 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

Virginia Estate & Retirement Planning Advisors's AGG Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 955% in Q2 2026, buying an estimated $39.7K and bringing the position to 443 shares worth $70.1K. The position accounts for 0.08% of the portfolio, ranked #41.

Virginia Estate & Retirement Planning Advisors first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 443 shares of iShares Core US Aggregate Bond ETF worth $70.1K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 401 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $39.7K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #41 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.