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 Q2	$477K	Buy	4,820 +340	+8%	+$33.6K	﹤0.01%	1065
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 $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

Vontobel Holding's AGG Position: Q2 2026 in Review

Vontobel Holding increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.6% in Q2 2026, buying an estimated $33.6K and bringing the position to 4,820 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Vontobel Holding first reported a position in AGG in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2021. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Vontobel Holding held 4,820 shares of iShares Core US Aggregate Bond ETF worth $477K as of Q2 2026.
Vontobel Holding bought 340 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $33.6K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1065 holding.
Vontobel Holding first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 10 quarters since.
Vontobel Holding's iShares Core US Aggregate Bond ETF position peaked at $1.42M in Q3 2021.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.