DA
AGG icon

Dover Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dover Advisors’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 		$613K Hold
6,179
– – 0.25% 88
2025
Q4 		$617K Buy
6,179
+1,360
+28% +$136K 0.24% 93
2025
Q3 		$483K Sell
4,819
-347
-7% -$34.4K 0.19% 106
2025
Q2 		$512K Buy
+5,166
New +$506K 0.23% 98

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

Dover Advisors's AGG Position: Q1 2026 in Review

Dover Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 6,179 shares worth $613K. The position accounts for 0.25% of the portfolio, ranked #88.

Dover Advisors first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $617K in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Dover Advisors held 6,179 shares of iShares Core US Aggregate Bond ETF worth $613K as of Q1 2026.
  • Dover Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.25% of Dover Advisors's portfolio in Q1 2026, its #88 holding.
  • Dover Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Dover Advisors's iShares Core US Aggregate Bond ETF position peaked at $617K in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.