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Purpose Unlimited Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Purpose Unlimited 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 		$2.41M Buy
24,322
+1,651
+7% +$165K 0.1% 97
2025
Q4 		$2.26M Buy
+22,671
New +$2.27M 0.1% 86

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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Purpose Unlimited Inc's AGG Position: Q1 2026 in Review

Purpose Unlimited Inc increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.3% in Q1 2026, buying an estimated $165K and bringing the position to 24,322 shares worth $2.41M. The position accounts for 0.1% of the portfolio, ranked #97.

Purpose Unlimited Inc first reported a position in AGG in Q4 2025 and has held it in 2 quarters since. 2,076 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Purpose Unlimited Inc held 24,322 shares of iShares Core US Aggregate Bond ETF worth $2.41M as of Q1 2026.
  • Purpose Unlimited Inc bought 1,651 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $165K.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Purpose Unlimited Inc's portfolio in Q1 2026, its #97 holding.
  • Purpose Unlimited Inc first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.