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

Diversified Management’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 		– Sell
-2,095
Closed -$207K – 237
2026
Q2 		$207K Hold
2,095
– – 0.04% 168
2026
Q1 		$208K Buy
2,095
+15
+0.7% +$1.5K 0.04% 253
2025
Q4 		$208K Buy
+2,080
New +$209K 0.05% 173

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Diversified Management's AGG Position: Q3 2026 in Review

Diversified Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 2,095 shares — an estimated $207K sold.

Diversified Management first reported a position in AGG in Q4 2025 and held it in 3 quarters. The position peaked at $208K in Q1 2026. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Diversified Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Diversified Management sold 2,095 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $207K.
  • Diversified Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 3 quarters.
  • Diversified Management's iShares Core US Aggregate Bond ETF position peaked at $208K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.