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

Denali Advisors’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 		$2.59M Buy
26,053
+3,487
+15% +$349K 0.29% 97
2025
Q4 		$2.25M Sell
22,566
-3,590
-14% -$360K 0.25% 104
2025
Q3 		$2.62M Sell
26,156
-2,893
-10% -$287K 0.3% 102
2025
Q2 		$2.88M Sell
29,049
-2,527
-8% -$248K 0.3% 96
2025
Q1 		$3.12M Buy
31,576
+675
+2% +$66K 0.36% 88
2024
Q4 		$2.99M Buy
30,901
+9,295
+43% +$915K 0.31% 99
2024
Q3 		$2.19M Buy
+21,606
New +$2.16M 0.24% 120

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

Denali Advisors's AGG Position: Q1 2026 in Review

Denali Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q1 2026, buying an estimated $349K and bringing the position to 26,053 shares worth $2.59M. The position accounts for 0.29% of the portfolio, ranked #97.

Denali Advisors first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.12M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Denali Advisors held 26,053 shares of iShares Core US Aggregate Bond ETF worth $2.59M as of Q1 2026.
  • Denali Advisors bought 3,487 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $349K.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Denali Advisors's portfolio in Q1 2026, its #97 holding.
  • Denali Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.12M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.