Voisard Asset Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Voisard Asset Management 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	$308K	Sell	3,107 -2,475	-44%	-$245K	0.06%	88
2026 Q1	$554K	Sell	5,582 -2	-0%	-$200	0.12%	58
2025 Q4	$558K	Sell	5,584 -447	-7%	-$44.9K	0.12%	56
2025 Q3	$605K	Sell	6,031 -10,390	-63%	-$1.03M	0.14%	53
2025 Q2	$1.63M	Sell	16,421 -23,250	-59%	-$2.28M	0.42%	27
2025 Q1	$3.92M	Sell	39,671 -104,898	-73%	-$10.3M	1.15%	18
2024 Q4	$14M	Sell	144,569 -211,987	-59%	-$20.9M	4.68%	10
2024 Q3	$36.1M	Buy	356,556 +6,614	+2%	+$660K	15.04%	2
2024 Q2	$34M	Buy	349,942 +8,619	+3%	+$832K	16.61%	2
2024 Q1	$33.4M	Buy	341,323 +14,408	+4%	+$1.41M	18.82%	2
2023 Q4	$32.4M	Buy	+326,915	New	+$31.1M	19.52%	2

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Voisard Asset Management Group's AGG Position: Q2 2026 in Review

Voisard Asset Management Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 44% in Q2 2026, selling an estimated $245K and leaving 3,107 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #88.

Voisard Asset Management Group first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.1M in Q3 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Voisard Asset Management Group held 3,107 shares of iShares Core US Aggregate Bond ETF worth $308K as of Q2 2026.
Voisard Asset Management Group sold 2,475 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $245K.
iShares Core US Aggregate Bond ETF made up 0.06% of Voisard Asset Management Group's portfolio in Q2 2026, its #88 holding.
Voisard Asset Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's iShares Core US Aggregate Bond ETF position peaked at $36.1M in Q3 2024.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.