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Lake Hills Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lake Hills Wealth Management’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 		– Sell
-20,622
Closed -$2.05M – 63
2026
Q1 		$2.05M Sell
20,622
-349
-2% -$34.9K 1.14% 23
2025
Q4 		$2.09M Buy
20,971
+1,444
+7% +$145K 1.09% 19
2025
Q3 		$1.96M Buy
19,527
+515
+3% +$51.1K 1.05% 17
2025
Q2 		$1.89M Sell
19,012
-436
-2% -$42.7K 1.08% 18
2025
Q1 		$1.92M Sell
19,448
-4,826
-20% -$472K 1.33% 19
2024
Q4 		$2.35M Sell
24,274
-77,726
-76% -$7.66M 1.61% 24
2024
Q3 		$10.3M Sell
102,000
-2,271
-2% -$227K 6.91% 2
2024
Q2 		$10.1M Buy
104,271
+62,515
+150% +$6.03M 7.26% 2
2024
Q1 		$4.09M Buy
+41,756
New +$4.09M 3.68% 9
2022
Q2 		– Sell
-29,410
Closed -$3.15M – 28
2022
Q1 		$3.15M Buy
29,410
+1,223
+4% +$135K 2.26% 13
2021
Q4 		$3.22M Buy
+28,187
New +$3.22M 2.27% 16

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Lake Hills Wealth Management's AGG Position: Q2 2026 in Review

Lake Hills Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 20,622 shares — an estimated $2.05M sold.

Lake Hills Wealth Management first reported a position in AGG in Q4 2021 and held it in 11 quarters. The position peaked at $10.3M in Q3 2024. 984 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Lake Hills Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lake Hills Wealth Management sold 20,622 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.05M.
  • Lake Hills Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 11 quarters.
  • Lake Hills Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $10.3M in Q3 2024.
  • 984 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.