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

Diversified Enterprises’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 		$20M Buy
201,135
+22,703
+13% +$2.27M 1.09% 16
2025
Q4 		$17.8M Buy
178,432
+7,187
+4% +$721K 1.06% 15
2025
Q3 		$17.2M Buy
171,245
+12,995
+8% +$1.29M 1.16% 14
2025
Q2 		$15.7M Buy
158,250
+30,693
+24% +$3.01M 1.17% 14
2025
Q1 		$12.6M Buy
127,557
+5,453
+4% +$533K 1.06% 15
2024
Q4 		$11.8M Buy
122,104
+7,526
+7% +$741K 1.13% 13
2024
Q3 		$11.6M Buy
+114,578
New +$11.4M 1.27% 12

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

Diversified Enterprises's AGG Position: Q1 2026 in Review

Diversified Enterprises increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q1 2026, buying an estimated $2.27M and bringing the position to 201,135 shares worth $20M. The position accounts for 1.09% of the portfolio, ranked #16.

Diversified Enterprises first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Diversified Enterprises held 201,135 shares of iShares Core US Aggregate Bond ETF worth $20M as of Q1 2026.
  • Diversified Enterprises bought 22,703 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.27M.
  • iShares Core US Aggregate Bond ETF made up 1.09% of Diversified Enterprises's portfolio in Q1 2026, its #16 holding.
  • Diversified Enterprises first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.