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

Vista Investment Partners II’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	$3.54M	Sell	35,717 -2,678	-7%	-$265K	1.39%	17
2026 Q1	$3.81M	Buy	38,395 +2,791	+8%	+$279K	1.71%	12
2025 Q4	$3.56M	Buy	35,604 +3,073	+9%	+$308K	1.53%	16
2025 Q3	$3.26M	Sell	32,531 -507	-2%	-$50.3K	1.52%	21
2025 Q2	$3.28M	Sell	33,038 -6,396	-16%	-$627K	1.58%	17
2025 Q1	$3.9M	Buy	39,434 +1,855	+5%	+$181K	2.16%	9
2024 Q4	$3.64M	Buy	+37,579	New	+$3.7M	2.15%	8

Other funds holding AGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Vista Investment Partners II's AGG Position: Q2 2026 in Review

Vista Investment Partners II reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7% in Q2 2026, selling an estimated $265K and leaving 35,717 shares worth $3.54M. The position accounts for 1.39% of the portfolio, ranked #17.

Vista Investment Partners II first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.9M in Q1 2025. 1,184 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Vista Investment Partners II held 35,717 shares of iShares Core US Aggregate Bond ETF worth $3.54M as of Q2 2026.
Vista Investment Partners II sold 2,678 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $265K.
iShares Core US Aggregate Bond ETF made up 1.39% of Vista Investment Partners II's portfolio in Q2 2026, its #17 holding.
Vista Investment Partners II first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's iShares Core US Aggregate Bond ETF position peaked at $3.9M in Q1 2025.
1,184 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.