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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
Q2 		$2.74M Buy
27,652
+1,599
+6% +$158K 0.28% 101
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 $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Denali Advisors's AGG Position: Q2 2026 in Review

Denali Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q2 2026, buying an estimated $158K and bringing the position to 27,652 shares worth $2.74M. The position accounts for 0.28% of the portfolio, ranked #101.

Denali Advisors first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.12M in Q1 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Denali Advisors held 27,652 shares of iShares Core US Aggregate Bond ETF worth $2.74M as of Q2 2026.
  • Denali Advisors bought 1,599 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $158K.
  • iShares Core US Aggregate Bond ETF made up 0.28% of Denali Advisors's portfolio in Q2 2026, its #101 holding.
  • Denali Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Denali Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.12M in Q1 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.