Vontobel Holding’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vontobel Holding’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	$445K	Sell	4,480 -750	-14%	-$75K	﹤0.01%	891
2025 Q4	$522K	Hold	5,230	–	–	﹤0.01%	977
2025 Q3	$524K	Buy	5,230 +425	+9%	+$42.2K	﹤0.01%	929
2025 Q2	$477K	Buy	4,805 +310	+7%	+$30.4K	﹤0.01%	911
2025 Q1	$445K	Sell	4,495 -1,634	-27%	-$160K	﹤0.01%	821
2024 Q4	$594K	Buy	+6,129	New	+$604K	﹤0.01%	748
2022 Q2	–	Sell	-5,150	Closed	-$552K	–	1019
2022 Q1	$552K	Sell	5,150 -7,250	-58%	-$798K	﹤0.01%	765
2021 Q4	$1.42M	Hold	12,400	–	–	0.01%	544
2021 Q3	$1.42M	Buy	+12,400	New	+$1.44M	0.01%	528

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vontobel Holding's AGG Position: Q1 2026 in Review

Vontobel Holding reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q1 2026, selling an estimated $75K and leaving 4,480 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Vontobel Holding first reported a position in AGG in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Vontobel Holding held 4,480 shares of iShares Core US Aggregate Bond ETF worth $445K as of Q1 2026.
Vontobel Holding sold 750 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $75K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #891 holding.
Vontobel Holding first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 9 quarters since.
Vontobel Holding's iShares Core US Aggregate Bond ETF position peaked at $1.42M in Q3 2021.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.