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Graves Light Lenhart Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Graves Light Lenhart Wealth’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 		$109M Buy
1,102,068
+59,992
+6% +$5.94M 10.18% 1
2026
Q1 		$103M Sell
1,042,076
-4,025
-0.4% -$403K 10.76% 1
2025
Q4 		$104M Buy
1,046,101
+19,132
+2% +$1.92M 11.08% 1
2025
Q3 		$103M Buy
1,026,969
+15,983
+2% +$1.59M 11.42% 1
2025
Q2 		$100M Buy
1,010,986
+12,828
+1% +$1.26M 11.93% 1
2025
Q1 		$98.7M Buy
998,158
+2,584
+0.3% +$253K 12.12% 1
2024
Q4 		$96.5M Buy
995,574
+16,242
+2% +$1.6M 11.99% 1
2024
Q3 		$99.2M Sell
979,332
-55,545
-5% -$5.54M 12.2% 1
2024
Q2 		$99.6M Buy
1,034,877
+9,563
+0.9% +$923K 11.39% 1
2024
Q1 		$100M Buy
1,025,314
+161,964
+19% +$15.9M 11.63% 1
2023
Q4 		$85.7M Sell
863,350
-96,595
-10% -$9.19M 10.64% 1
2023
Q3 		$89M Buy
959,945
+491,017
+105% +$47.3M 12.09% 1
2023
Q2 		$45.9M Buy
468,928
+31,313
+7% +$3.1M 6.2% 1
2023
Q1 		$43.6M Buy
437,615
+136,314
+45% +$13.5M 6.75% 1
2022
Q4 		$29.2M Buy
301,301
+18,758
+7% +$1.81M 4.49% 3
2022
Q3 		$27.2M Buy
282,543
+27,165
+11% +$2.75M 4.54% 3
2022
Q2 		$26M Buy
255,378
+94,629
+59% +$9.72M 3.96% 5
2022
Q1 		$17.2M Buy
160,749
+16,733
+12% +$1.84M 2.4% 11
2021
Q4 		$16.4M Sell
144,016
-2,116
-1% -$242K 2.34% 12
2021
Q3 		$16.8M Buy
146,132
+7,992
+6% +$926K 2.65% 9
2021
Q2 		$15.9M Buy
138,140
+10,367
+8% +$1.19M 2.55% 9
2021
Q1 		$14.5M Buy
127,773
+8,818
+7% +$1.02M 2.49% 9
2020
Q4 		$14.1M Buy
118,955
+1,712
+1% +$202K 2.62% 9
2020
Q3 		$13.8M Buy
117,243
+3,514
+3% +$417K 3.06% 9
2020
Q2 		$13.4M Buy
113,729
+4,127
+4% +$483K 3.15% 8
2020
Q1 		$12.6M Sell
109,602
-6,115
-5% -$697K 3.41% 8
2019
Q4 		$13M Buy
115,717
+5,707
+5% +$643K 2.73% 9
2019
Q3 		$12.4M Buy
110,010
+101
+0.1% +$11.4K 2.75% 9
2019
Q2 		$12.2M Sell
109,909
-682
-0.6% -$74.6K 2.93% 9
2019
Q1 		$12.1M Sell
110,591
-67
-0.1% -$7.18K 3.07% 9
2018
Q4 		$11.8M Buy
+110,658
New +$11.6M 3.46% 8

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Graves Light Lenhart Wealth's AGG Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q2 2026, buying an estimated $5.94M and bringing the position to 1,102,068 shares worth $109M. The position accounts for 10.18% of the portfolio, ranked #1.

Graves Light Lenhart Wealth first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Graves Light Lenhart Wealth held 1,102,068 shares of iShares Core US Aggregate Bond ETF worth $109M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 59,992 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.94M.
  • iShares Core US Aggregate Bond ETF made up 10.18% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #1 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.