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Joseph P. Lucia & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Joseph P. Lucia & Associates’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 		$6.21M Buy
62,691
+4,535
+8% +$449K 1.87% 15
2026
Q1 		$5.77M Buy
58,156
+7,982
+16% +$799K 2.06% 11
2025
Q4 		$5.01M Buy
50,174
+6,583
+15% +$661K 1.81% 15
2025
Q3 		$4.37M Buy
43,591
+753
+2% +$74.7K 1.65% 17
2025
Q2 		$4.25M Buy
42,838
+2,322
+6% +$228K 1.74% 15
2025
Q1 		$4.01M Buy
40,516
+1,073
+3% +$105K 1.83% 16
2024
Q4 		$3.82M Buy
39,443
+5,254
+15% +$517K 1.7% 16
2024
Q3 		$3.46M Buy
34,189
+14,835
+77% +$1.48M 1.59% 17
2024
Q2 		$1.88M Buy
19,354
+1,177
+6% +$114K 0.96% 38
2024
Q1 		$1.78M Buy
18,177
+12,099
+199% +$1.18M 0.95% 40
2023
Q4 		$603K Buy
6,078
+3,114
+105% +$296K 0.38% 65
2023
Q3 		$279K Buy
2,964
+15
+0.5% +$1.45K 0.19% 92
2023
Q2 		$289K Buy
2,949
+40
+1% +$3.95K 0.19% 92
2023
Q1 		$290K Sell
2,909
-176
-6% -$17.4K 0.2% 91
2022
Q4 		$299K Buy
3,085
+74
+2% +$7.16K 0.22% 90
2022
Q3 		$290K Sell
3,011
-10
-0.3% -$1.01K 0.23% 85
2022
Q2 		$307K Sell
3,021
-1,160
-28% -$119K 0.22% 81
2022
Q1 		$448K Sell
4,181
-4,902
-54% -$539K 0.27% 69
2021
Q4 		$1.04M Sell
9,083
-442
-5% -$50.6K 0.66% 42
2021
Q3 		$1.09M Sell
9,525
-245
-3% -$28.4K 0.65% 45
2021
Q2 		$1.13M Buy
9,770
+1
+0% +$115 0.67% 45
2021
Q1 		$1.11M Buy
9,769
+756
+8% +$87.5K 0.5% 46
2020
Q4 		$1.06M Buy
9,013
+1,565
+21% +$184K 0.74% 45
2020
Q3 		$879K Buy
7,448
+595
+9% +$70.6K 0.82% 43
2020
Q2 		$810K Buy
6,853
+2,772
+68% +$325K 0.73% 45
2020
Q1 		$471K Buy
4,081
+731
+22% +$83.3K 0.52% 49
2019
Q4 		$376K Buy
3,350
+700
+26% +$78.9K 0.34% 69
2019
Q3 		$300K Buy
2,650
+380
+17% +$42.7K 0.31% 71
2019
Q2 		$253K Sell
2,270
-243,657
-99% -$26.6M 0.27% 78
2019
Q1 		$2.27K Buy
+245,927
New +$26.4M 0.17% 82

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joseph P. Lucia & Associates's AGG Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q2 2026, buying an estimated $449K and bringing the position to 62,691 shares worth $6.21M. The position accounts for 1.87% of the portfolio, ranked #15.

Joseph P. Lucia & Associates first reported a position in AGG in Q1 2019 and has held it in 30 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Joseph P. Lucia & Associates held 62,691 shares of iShares Core US Aggregate Bond ETF worth $6.21M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 4,535 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $449K.
  • iShares Core US Aggregate Bond ETF made up 1.87% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #15 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.