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Y.D. More Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Y.D. More Investments’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 		$649K Buy
6,545
+1,000
+18% +$100K 0.03% 132
2025
Q4 		$554K Buy
5,545
+850
+18% +$85.3K 0.03% 146
2025
Q3 		$470K Buy
4,695
+275
+6% +$27.3K 0.03% 154
2025
Q2 		$438K Buy
4,420
+1,100
+33% +$108K 0.03% 155
2025
Q1 		$328K Buy
3,320
+1,950
+142% +$191K 0.03% 173
2024
Q4 		$133K Buy
1,370
+570
+71% +$56.1K 0.01% 232
2024
Q3 		$81K Hold
800
– – 0.01% 270
2024
Q2 		$77.7K Hold
800
– – 0.01% 275
2024
Q1 		$78.4K Buy
800
+200
+33% +$19.6K 0.01% 212
2023
Q4 		$59.5K Hold
600
– – 0.01% 229
2023
Q3 		$56.4K Buy
+600
New +$57.8K 0.01% 229

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

Y.D. More Investments's AGG Position: Q1 2026 in Review

Y.D. More Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q1 2026, buying an estimated $100K and bringing the position to 6,545 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #132.

Y.D. More Investments first reported a position in AGG in Q3 2023 and has held it in 11 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Y.D. More Investments held 6,545 shares of iShares Core US Aggregate Bond ETF worth $649K as of Q1 2026.
  • Y.D. More Investments bought 1,000 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $100K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Y.D. More Investments's portfolio in Q1 2026, its #132 holding.
  • Y.D. More Investments first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.