Optiver Holding
AGG icon

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

Optiver Holding’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 		$3.33M Buy
33,538
+9,877
+42% +$988K ﹤0.01% 468
2025
Q4 		$2.36M Buy
23,661
+7,374
+45% +$740K ﹤0.01% 438
2025
Q3 		$1.63M Buy
+16,287
New +$1.62M ﹤0.01% 417
2025
Q2 		– Sell
-35,839
Closed -$3.55M – 1443
2025
Q1 		$3.55M Buy
+35,839
New +$3.5M ﹤0.01% 235

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

Optiver Holding's AGG Position: Q1 2026 in Review

Optiver Holding increased its iShares Core US Aggregate Bond ETF (AGG) stake by 42% in Q1 2026, buying an estimated $988K and bringing the position to 33,538 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Optiver Holding first reported a position in AGG in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.55M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Optiver Holding held 33,538 shares of iShares Core US Aggregate Bond ETF worth $3.33M as of Q1 2026.
  • Optiver Holding bought 9,877 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $988K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Optiver Holding's portfolio in Q1 2026, its #468 holding.
  • Optiver Holding first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Optiver Holding's iShares Core US Aggregate Bond ETF position peaked at $3.55M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.