VisionPoint Advisory Group
AGG icon

VisionPoint Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

VisionPoint Advisory Group’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
Q3 		$1.02M Sell
10,762
-761
-7% -$73.9K 0.16% 145
2026
Q2 		$1.14M Sell
11,523
-357
-3% -$35.3K 0.19% 127
2026
Q1 		$1.18M Sell
11,880
-15,722
-57% -$1.57M 0.22% 107
2025
Q4 		$2.76M Buy
27,602
+15,841
+135% +$1.59M 0.54% 48
2025
Q3 		$1.18M Sell
11,761
-6,189
-34% -$614K 0.24% 107
2025
Q2 		$1.78M Buy
17,950
+12,006
+202% +$1.18M 0.39% 70
2025
Q1 		$588K Buy
5,944
+4,273
+256% +$418K 0.2% 102
2024
Q4 		$162K Buy
+1,671
New +$165K 0.06% 201
2024
Q3 		– Sell
-1,347
Closed -$131K – 258
2024
Q2 		$131K Buy
1,347
+1,181
+711% +$114K 0.05% 195
2024
Q1 		$16.2K Buy
166
+165
+16,500% +$16.1K 0.01% 405
2023
Q4 		$91 Sell
1
-17,364
-100% -$1.65M ﹤0.01% 704
2023
Q3 		$1.63M Buy
17,365
+17,328
+46,832% +$1.67M 0.7% 41
2023
Q2 		$3.62K Buy
+37
New +$3.66K ﹤0.01% 468
2019
Q4 		– Sell
-27,027
Closed -$3.08M – 126
2019
Q3 		$3.08M Buy
27,027
+1,687
+7% +$190K 0.84% 16
2019
Q2 		$2.82M Buy
25,340
+1,578
+7% +$173K 0.81% 16
2019
Q1 		$2.59M Buy
23,762
+3,003
+14% +$322K 0.73% 24
2018
Q4 		$2.21M Buy
+20,759
New +$2.18M 0.72% 25

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

VisionPoint Advisory Group's AGG Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.6% in Q3 2026, selling an estimated $73.9K and leaving 10,762 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #145.

VisionPoint Advisory Group first reported a position in AGG in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.08M in Q3 2019. 622 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • VisionPoint Advisory Group held 10,762 shares of iShares Core US Aggregate Bond ETF worth $1.02M as of Q3 2026.
  • VisionPoint Advisory Group sold 761 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $73.9K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of VisionPoint Advisory Group's portfolio in Q3 2026, its #145 holding.
  • VisionPoint Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 17 quarters since.
  • VisionPoint Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $3.08M in Q3 2019.
  • 622 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.