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 Q2	$729K	Buy	7,375 +830	+13%	+$82.1K	0.02%	139
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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Y.D. More Investments's AGG Position: Q2 2026 in Review

Y.D. More Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, buying an estimated $82.1K and bringing the position to 7,375 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #139.

Y.D. More Investments first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Y.D. More Investments held 7,375 shares of iShares Core US Aggregate Bond ETF worth $729K as of Q2 2026.
Y.D. More Investments bought 830 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $82.1K.
iShares Core US Aggregate Bond ETF made up 0.02% of Y.D. More Investments's portfolio in Q2 2026, its #139 holding.
Y.D. More Investments first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.