VT
AGG icon

Vise Technologies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vise Technologies’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 		$33.4M Buy
337,480
+140,080
+71% +$13.9M 0.38% 54
2026
Q1 		$19.7M Hold
197,400
– – 0.39% 47
2025
Q4 		$19.7M Buy
197,400
+133,154
+207% +$13.4M 0.39% 47
2025
Q3 		$6.44M Sell
64,246
-115,717
-64% -$11.5M 0.24% 81
2025
Q2 		$17.9M Buy
+179,963
New +$17.6M 0.74% 20
2024
Q4 		$3.62M Buy
37,377
+28,857
+339% +$2.84M 0.3% 64
2024
Q3 		$863K Buy
8,520
+1,823
+27% +$182K 0.11% 187
2024
Q2 		$650K Buy
+6,697
New +$646K 0.11% 182

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

Vise Technologies's AGG Position: Q2 2026 in Review

Vise Technologies increased its iShares Core US Aggregate Bond ETF (AGG) stake by 71% in Q2 2026, buying an estimated $13.9M and bringing the position to 337,480 shares worth $33.4M. The position accounts for 0.38% of the portfolio, ranked #54.

Vise Technologies first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Vise Technologies held 337,480 shares of iShares Core US Aggregate Bond ETF worth $33.4M as of Q2 2026.
  • Vise Technologies bought 140,080 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $13.9M.
  • iShares Core US Aggregate Bond ETF made up 0.38% of Vise Technologies's portfolio in Q2 2026, its #54 holding.
  • Vise Technologies first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.