Diversify Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.3M Buy
+156,611
New +$15.5M 0.26% 78
2026
Q1
Sell
-141,975
Closed -$14.2M 224
2025
Q4
$14.2M Buy
141,975
+97,301
+218% +$9.76M 0.45% 39
2025
Q3
$4.47M Buy
44,674
+18,425
+70% +$1.83M 0.15% 108
2025
Q2
$2.6M Sell
26,249
-11,027
-30% -$1.08M 0.1% 154
2025
Q1
$3.69M Buy
37,276
+29,109
+356% +$2.85M 0.23% 75
2024
Q4
$784K Sell
8,167
-21,782
-73% -$2.15M 0.04% 271
2024
Q3
$2.96M Buy
29,949
+21,080
+238% +$2.1M 0.16% 113
2024
Q2
$865K Sell
8,869
-2,390
-21% -$231K 0.05% 274
2024
Q1
$1.09M Buy
+11,259
New +$1.1M 0.06% 236

Other funds holding AGG

Diversify Advisory Services's AGG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 156,611 shares worth $15.3M. The stake represents 0.26% of the portfolio and ranks #78 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AGG as recently as Q4 2025.

Diversify Advisory Services first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Diversify Advisory Services held 156,611 shares of iShares Core US Aggregate Bond ETF worth $15.3M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Diversify Advisory Services's portfolio in Q2 2026, its #78 holding.
  • Diversify Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.