Vision Financial Markets’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vision Financial Markets’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	$396K	Hold	4,000	–	–	0.34%	48
2026 Q1	$397K	Sell	4,000 -1,000	-20%	-$100K	0.39%	43
2025 Q4	$499K	Hold	5,000	–	–	0.51%	30
2025 Q3	$501K	Hold	5,000	–	–	0.43%	41
2025 Q2	$496K	Hold	5,000	–	–	0.47%	38
2025 Q1	$495K	Hold	5,000	–	–	0.54%	34
2024 Q4	$485K	Buy	+5,000	New	+$492K	0.52%	33

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Vision Financial Markets's AGG Position: Q2 2026 in Review

Vision Financial Markets held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 4,000 shares worth $396K. The position accounts for 0.34% of the portfolio, ranked #48.

Vision Financial Markets first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q3 2025. 900 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Vision Financial Markets held 4,000 shares of iShares Core US Aggregate Bond ETF worth $396K as of Q2 2026.
Vision Financial Markets left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.34% of Vision Financial Markets's portfolio in Q2 2026, its #48 holding.
Vision Financial Markets first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's iShares Core US Aggregate Bond ETF position peaked at $501K in Q3 2025.
900 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.