L.K. Benson & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

L.K. Benson & Company’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	$2.28M	Buy	23,021 +168	+0.7%	+$16.6K	0.69%	23
2026 Q1	$2.27M	Buy	22,853 +106	+0.5%	+$10.6K	0.75%	22
2025 Q4	$2.27M	Buy	22,747 +2,059	+10%	+$207K	1.14%	21
2025 Q3	$2.07M	Buy	20,688 +2,058	+11%	+$204K	1.12%	21
2025 Q2	$1.85M	Sell	18,630 -800	-4%	-$78.4K	1.14%	22
2025 Q1	$1.92M	Buy	19,430 +66	+0.3%	+$6.45K	1.33%	18
2024 Q4	$1.88M	Buy	+19,364	New	+$1.91M	1.32%	18

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

L.K. Benson & Company's AGG Position: Q2 2026 in Review

L.K. Benson & Company increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.74% in Q2 2026, buying an estimated $16.6K and bringing the position to 23,021 shares worth $2.28M. The position accounts for 0.69% of the portfolio, ranked #23.

L.K. Benson & Company first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

L.K. Benson & Company held 23,021 shares of iShares Core US Aggregate Bond ETF worth $2.28M as of Q2 2026.
L.K. Benson & Company bought 168 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $16.6K.
iShares Core US Aggregate Bond ETF made up 0.69% of L.K. Benson & Company's portfolio in Q2 2026, its #23 holding.
L.K. Benson & Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.