Insight 2811 Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Insight 2811 Inc’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	$21.1M	Buy	212,282 +8,897	+4%	+$890K	8.81%	4
2025 Q4	$20.3M	Buy	203,385 +5,115	+3%	+$513K	8.96%	4
2025 Q3	$19.9M	Buy	198,270 +18,157	+10%	+$1.8M	8.86%	4
2025 Q2	$17.9M	Buy	180,113 +13,897	+8%	+$1.36M	8.46%	4
2025 Q1	$16.4M	Buy	166,216 +22,104	+15%	+$2.16M	8.33%	4
2024 Q4	$14M	Buy	144,112 +18,091	+14%	+$1.78M	7.19%	4
2024 Q3	$12.8M	Buy	126,021 +18,813	+18%	+$1.88M	6.35%	4
2024 Q2	$10.4M	Buy	107,208 +8,320	+8%	+$803K	5.4%	4
2024 Q1	$9.69M	Buy	98,888 +14,522	+17%	+$1.42M	4.97%	4
2023 Q4	$8.37M	Buy	84,366 +5,680	+7%	+$541K	4.57%	4
2023 Q3	$7.4M	Buy	78,686 +6,634	+9%	+$639K	4.2%	4
2023 Q2	$7.06M	Buy	+72,052	New	+$7.12M	3.84%	7
2021 Q1	–	Sell	-3,421	Closed	-$404K	–	73
2020 Q4	$404K	Buy	+3,421	New	+$403K	0.24%	41

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

Insight 2811 Inc's AGG Position: Q1 2026 in Review

Insight 2811 Inc increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q1 2026, buying an estimated $890K and bringing the position to 212,282 shares worth $21.1M. The position accounts for 8.81% of the portfolio, ranked #4.

Insight 2811 Inc first reported a position in AGG in Q4 2020 and has held it in 13 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Insight 2811 Inc held 212,282 shares of iShares Core US Aggregate Bond ETF worth $21.1M as of Q1 2026.
Insight 2811 Inc bought 8,897 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $890K.
iShares Core US Aggregate Bond ETF made up 8.81% of Insight 2811 Inc's portfolio in Q1 2026, its #4 holding.
Insight 2811 Inc first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 13 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.