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Visionary Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Visionary Wealth 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
Q1 		$36.7M Buy
369,575
+14,766
+4% +$1.48M 1.62% 9
2025
Q4 		$35.4M Sell
354,809
-17,230
-5% -$1.73M 1.6% 9
2025
Q3 		$37.3M Buy
372,039
+119,025
+47% +$11.8M 1.74% 8
2025
Q2 		$25.1M Buy
253,014
+19,095
+8% +$1.87M 1.28% 10
2025
Q1 		$23.1M Sell
233,919
-1,878
-0.8% -$184K 1.39% 9
2024
Q4 		$22.8M Buy
235,797
+3,572
+2% +$352K 1.34% 11
2024
Q3 		$23.5M Buy
232,225
+1,963
+0.9% +$196K 1.43% 9
2024
Q2 		$22.4M Buy
230,262
+3,344
+1% +$323K 1.46% 9
2024
Q1 		$22.2M Buy
226,918
+44,171
+24% +$4.32M 1.5% 10
2023
Q4 		$18.1M Sell
182,747
-14,836
-8% -$1.41M 1.33% 12
2023
Q3 		$18.6M Sell
197,583
-10,568
-5% -$1.02M 1.51% 11
2023
Q2 		$20.4M Sell
208,151
-46,629
-18% -$4.61M 1.63% 10
2023
Q1 		$25.4M Buy
254,780
+79,724
+46% +$7.88M 2.15% 7
2022
Q4 		$17M Sell
175,056
-23,531
-12% -$2.28M 1.57% 12
2022
Q3 		$19.1M Sell
198,587
-9,240
-4% -$934K 1.99% 9
2022
Q2 		$21.1M Sell
207,827
-84,029
-29% -$8.63M 1.9% 12
2022
Q1 		$31.3M Buy
291,856
+28,155
+11% +$3.1M 2.51% 5
2021
Q4 		$30.1M Buy
263,701
+6,375
+2% +$729K 2.47% 7
2021
Q3 		$29.5M Buy
257,326
+12,775
+5% +$1.48M 3.04% 3
2021
Q2 		$28.2M Buy
244,551
+5,885
+2% +$674K 2.83% 4
2021
Q1 		$27.2M Sell
238,666
-21,216
-8% -$2.46M 2.86% 3
2020
Q4 		$30.7M Buy
259,882
+59,649
+30% +$7.03M 3.44% 3
2020
Q3 		$23.6M Buy
200,233
+30,040
+18% +$3.56M 3.33% 4
2020
Q2 		$20.1M Buy
170,193
+19,034
+13% +$2.23M 3.06% 5
2020
Q1 		$17.4M Buy
151,159
+1,370
+0.9% +$156K 3.29% 4
2019
Q4 		$16.8M Buy
+149,789
New +$16.9M 3.01% 5

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Visionary Wealth Advisors's AGG Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.2% in Q1 2026, buying an estimated $1.48M and bringing the position to 369,575 shares worth $36.7M. The position accounts for 1.62% of the portfolio, ranked #9.

Visionary Wealth Advisors first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $37.3M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Visionary Wealth Advisors held 369,575 shares of iShares Core US Aggregate Bond ETF worth $36.7M as of Q1 2026.
  • Visionary Wealth Advisors bought 14,766 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.48M.
  • iShares Core US Aggregate Bond ETF made up 1.62% of Visionary Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $37.3M in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.