L.J. Altfest & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33M | Buy |
13,371
+282
| +2% | +$28.2K | 0.14% | 123 |
|
|
2025
Q4 | $1.31M | Sell |
13,089
-233
| -2% | -$23.4K | 0.14% | 110 |
|
|
2025
Q3 | $1.34M | Buy |
13,322
+401
| +3% | +$39.8K | 0.15% | 106 |
|
|
2025
Q2 | $1.28M | Buy |
12,921
+103
| +0.8% | +$10.1K | 0.15% | 107 |
|
|
2025
Q1 | $1.27M | Buy |
12,818
+2,464
| +24% | +$241K | 0.16% | 104 |
|
|
2024
Q4 | $1M | Buy |
10,354
+19
| +0.2% | +$1.87K | 0.13% | 116 |
|
|
2024
Q3 | $1.05M | Sell |
10,335
-2,598
| -20% | -$259K | 0.14% | 123 |
|
|
2024
Q2 | $1.25M | Buy |
12,933
+310
| +2% | +$29.9K | 0.17% | 94 |
|
|
2024
Q1 | $1.24M | Buy |
12,623
+56
| +0.4% | +$5.48K | 0.18% | 98 |
|
|
2023
Q4 | $1.25M | Sell |
12,567
-1,068
| -8% | -$102K | 0.18% | 101 |
|
|
2023
Q3 | $1.28M | Buy |
13,635
+483
| +4% | +$46.5K | 0.2% | 84 |
|
|
2023
Q2 | $1.29M | Sell |
13,152
-2,841
| -18% | -$281K | 0.19% | 82 |
|
|
2023
Q1 | $1.59M | Sell |
15,993
-5,626
| -26% | -$556K | 0.25% | 61 |
|
|
2022
Q4 | $2.1M | Buy |
21,619
+16,240
| +302% | +$1.57M | 0.35% | 58 |
|
|
2022
Q3 | $518K | Sell |
5,379
-221
| -4% | -$22.3K | 0.1% | 138 |
|
|
2022
Q2 | $569K | Buy |
5,600
+230
| +4% | +$23.6K | 0.1% | 134 |
|
|
2022
Q1 | $575K | Buy |
5,370
+48
| +0.9% | +$5.28K | 0.1% | 141 |
|
|
2021
Q4 | $607K | Buy |
5,322
+23
| +0.4% | +$2.63K | 0.12% | 130 |
|
|
2021
Q3 | $608K | Buy |
5,299
+542
| +11% | +$62.8K | 0.13% | 117 |
|
|
2021
Q2 | $549K | Sell |
4,757
-161
| -3% | -$18.4K | 0.12% | 131 |
|
|
2021
Q1 | $560K | Buy |
4,918
+11
| +0.2% | +$1.27K | 0.13% | 124 |
|
|
2020
Q4 | $580K | Sell |
4,907
-136
| -3% | -$16K | 0.14% | 114 |
|
|
2020
Q3 | $595K | Buy |
5,043
+505
| +11% | +$59.9K | 0.16% | 102 |
|
|
2020
Q2 | $536K | Sell |
4,538
-267
| -6% | -$31.3K | 0.15% | 102 |
|
|
2020
Q1 | $554K | Buy |
4,805
+14
| +0.3% | +$1.6K | 0.17% | 93 |
|
|
2019
Q4 | $538K | Buy |
4,791
+23
| +0.5% | +$2.59K | 0.14% | 103 |
|
|
2019
Q3 | $540K | Buy |
4,768
+6
| +0.1% | +$675 | 0.14% | 95 |
|
|
2019
Q2 | $530K | Buy |
4,762
+6
| +0.1% | +$656 | 0.14% | 101 |
|
|
2019
Q1 | $519K | Buy |
4,756
+1,472
| +45% | +$158K | 0.13% | 101 |
|
|
2018
Q4 | $350K | Sell |
3,284
-1,613
| -33% | -$169K | 0.1% | 108 |
|
|
2018
Q3 | $517K | Buy |
4,897
+9
| +0.2% | +$955 | 0.15% | 104 |
|
|
2018
Q2 | $520K | Sell |
4,888
-177
| -3% | -$18.8K | 0.19% | 102 |
|
|
2018
Q1 | $543K | Buy |
+5,065
| New | +$544K | 0.23% | 97 |
|
Other funds holding AGG
L.J. Altfest & Co's AGG Position: Q1 2026 in Review
L.J. Altfest & Co increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q1 2026, buying an estimated $28.2K and bringing the position to 13,371 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #123.
L.J. Altfest & Co first reported a position in AGG in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.1M in Q4 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- L.J. Altfest & Co held 13,371 shares of iShares Core US Aggregate Bond ETF worth $1.33M as of Q1 2026.
- L.J. Altfest & Co bought 282 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $28.2K.
- iShares Core US Aggregate Bond ETF made up 0.14% of L.J. Altfest & Co's portfolio in Q1 2026, its #123 holding.
- L.J. Altfest & Co first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 33 quarters since.
- L.J. Altfest & Co's iShares Core US Aggregate Bond ETF position peaked at $2.1M in Q4 2022.
- 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.