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Black Diamond Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Black Diamond Financial’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 		$44.6M Buy
449,571
+22,790
+5% +$2.28M 4.87% 3
2025
Q4 		$42.6M Buy
426,781
+32,235
+8% +$3.23M 4.49% 4
2025
Q3 		$39.6M Buy
394,546
+71,892
+22% +$7.13M 4.43% 4
2025
Q2 		$32M Sell
322,654
-42,489
-12% -$4.16M 4.97% 3
2025
Q1 		$36.1M Buy
365,143
+24,787
+7% +$2.42M 5.42% 3
2024
Q4 		$33M Buy
340,356
+116,005
+52% +$11.4M 4.94% 3
2024
Q3 		$22.8M Buy
224,351
+28,620
+15% +$2.86M 3.86% 4
2024
Q2 		$19M Buy
+195,731
New +$18.9M 3.67% 5

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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Black Diamond Financial's AGG Position: Q1 2026 in Review

Black Diamond Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q1 2026, buying an estimated $2.28M and bringing the position to 449,571 shares worth $44.6M. The position accounts for 4.87% of the portfolio, ranked #3.

Black Diamond Financial first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Black Diamond Financial held 449,571 shares of iShares Core US Aggregate Bond ETF worth $44.6M as of Q1 2026.
  • Black Diamond Financial bought 22,790 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.28M.
  • iShares Core US Aggregate Bond ETF made up 4.87% of Black Diamond Financial's portfolio in Q1 2026, its #3 holding.
  • Black Diamond Financial first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.