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Vista Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vista Capital Partners’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 		– Sell
-7,469
Closed -$746K – 158
2025
Q4 		$746K Buy
+7,469
New +$749K 0.07% 66
2022
Q1 		– Sell
-2,455
Closed -$280K – 94
2021
Q4 		$280K Buy
+2,455
New +$281K 0.04% 74

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 $6.73T AUM 46.02% 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 $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

Vista Capital Partners's AGG Position: Q1 2026 in Review

Vista Capital Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 7,469 shares — an estimated $746K sold.

Vista Capital Partners first reported a position in AGG in Q4 2021 and held it in 2 quarters. The position peaked at $746K in Q4 2025. 2,076 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Vista Capital Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Vista Capital Partners sold 7,469 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $746K.
  • Vista Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Vista Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $746K in Q4 2025.
  • 2,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Vista Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.