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 Q3	$20.3M	Buy	215,036 +900	+0.4%	+$87.4K	0.94%	19
2026 Q2	$21.2M	Buy	214,136 +13,001	+6%	+$1.29M	1.03%	18
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Diversified Enterprises's AGG Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.42% in Q3 2026, buying an estimated $87.4K and bringing the position to 215,036 shares worth $20.3M. The position accounts for 0.94% of the portfolio, ranked #19.

Diversified Enterprises first reported a position in AGG in Q3 2024 and has held it in 9 quarters since. The position peaked at $21.2M in Q2 2026. 918 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Diversified Enterprises held 215,036 shares of iShares Core US Aggregate Bond ETF worth $20.3M as of Q3 2026.
Diversified Enterprises bought 900 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $87.4K.
iShares Core US Aggregate Bond ETF made up 0.94% of Diversified Enterprises's portfolio in Q3 2026, its #19 holding.
Diversified Enterprises first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares Core US Aggregate Bond ETF position peaked at $21.2M in Q2 2026.
918 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.