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

Tenret Company’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	$297K	Hold	2,990	–	–	0.14%	30
2025 Q4	$299K	Hold	2,990	–	–	0.15%	29
2025 Q3	$300K	Hold	2,990	–	–	0.16%	28
2025 Q2	$297K	Hold	2,990	–	–	0.16%	28
2025 Q1	$296K	Buy	2,990 +495	+20%	+$48.4K	0.18%	28
2024 Q4	$242K	Buy	+2,495	New	+$246K	0.15%	31
2022 Q4	–	Sell	-71,053	Closed	-$6.84M	–	26
2022 Q3	$6.84M	Buy	71,053 +66,848	+1,590%	+$6.76M	7.54%	4
2022 Q2	$428K	Sell	4,205 -90,485	-96%	-$9.3M	0.45%	22
2022 Q1	$10.1M	Buy	94,690 +91,450	+2,823%	+$10.1M	9.14%	4
2021 Q4	$370K	Hold	3,240	–	–	0.33%	19
2021 Q3	$372K	Hold	3,240	–	–	0.35%	20
2021 Q2	$374K	Buy	+3,240	New	+$371K	0.35%	20

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Tenret Company's AGG Position: Q1 2026 in Review

Tenret Company held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 2,990 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #30.

Tenret Company first reported a position in AGG in Q2 2021 and has held it in 12 quarters since. The position peaked at $10.1M in Q1 2022. 2,090 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Tenret Company held 2,990 shares of iShares Core US Aggregate Bond ETF worth $297K as of Q1 2026.
Tenret Company left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.14% of Tenret Company's portfolio in Q1 2026, its #30 holding.
Tenret Company first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 12 quarters since.
Tenret Company's iShares Core US Aggregate Bond ETF position peaked at $10.1M in Q1 2022.
2,090 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Tenret Company's 13F filing for Q1 2026, filed 27 May 2026.