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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

VisionPoint Advisory Group's AGG Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q2 2026, selling an estimated $35.3K and leaving 11,523 shares worth $1.14M. The position accounts for 0.19% of the portfolio, ranked #127.

VisionPoint Advisory Group first reported a position in AGG in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.08M in Q3 2019. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

VisionPoint Advisory Group held 11,523 shares of iShares Core US Aggregate Bond ETF worth $1.14M as of Q2 2026.
VisionPoint Advisory Group sold 357 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $35.3K.
iShares Core US Aggregate Bond ETF made up 0.19% of VisionPoint Advisory Group's portfolio in Q2 2026, its #127 holding.
VisionPoint Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 16 quarters since.
VisionPoint Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $3.08M in Q3 2019.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.