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

Diversify Advisory Services’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	–	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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Diversify Advisory Services's AGG Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 141,975 shares — an estimated $14.2M sold.

Diversify Advisory Services first reported a position in AGG in Q1 2024 and held it in 8 quarters. The position peaked at $14.2M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Diversify Advisory Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 141,975 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $14.2M.
Diversify Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $14.2M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.