LSAG
AGG icon

Lake Street Advisors Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$7.87M Buy
81,178
+5,718
+8% +$563K 0.36% 48
2024
Q3 		$7.64M Buy
75,460
+138
+0.2% +$13.8K 0.35% 48
2024
Q2 		$7.31M Sell
75,322
-8,460
-10% -$817K 0.35% 48
2024
Q1 		$8.21M Buy
83,782
+65
+0.1% +$6.36K 0.38% 48
2023
Q4 		$8.31M Buy
83,717
+38,360
+85% +$3.65M 0.42% 45
2023
Q3 		$4.26M Buy
45,357
+914
+2% +$88K 0.25% 67
2023
Q2 		$4.35M Sell
44,443
-1,480
-3% -$146K 0.24% 63
2023
Q1 		$4.58M Buy
45,923
+14,192
+45% +$1.4M 0.28% 57
2022
Q4 		$3.08M Buy
31,731
+697
+2% +$67.4K 0.2% 80
2022
Q3 		$2.99M Buy
31,034
+66
+0.2% +$6.67K 0.22% 71
2022
Q2 		$3.15M Sell
30,968
-1,108
-3% -$114K 0.22% 63
2022
Q1 		$3.44M Sell
32,076
-27,049
-46% -$2.98M 0.22% 72
2021
Q4 		$6.75M Buy
59,125
+102
+0.2% +$11.7K 0.43% 40
2021
Q3 		$6.78M Sell
59,023
-7,359
-11% -$853K 0.73% 31
2021
Q2 		$7.67M Buy
66,382
+330
+0.5% +$37.8K 0.57% 35
2021
Q1 		$7.52M Sell
66,052
-3,246
-5% -$376K 0.61% 31
2020
Q4 		$8.19M Buy
69,298
+1,700
+3% +$200K 0.68% 31
2020
Q3 		$7.98M Buy
67,598
+2,602
+4% +$309K 0.75% 30
2020
Q2 		$7.68M Sell
64,996
-946
-1% -$111K 0.78% 30
2020
Q1 		$7.61M Sell
65,942
-9,283
-12% -$1.06M 0.95% 24
2019
Q4 		$8.45M Sell
75,225
-1,262
-2% -$142K 0.83% 24
2019
Q3 		$8.66M Sell
76,487
-462
-0.6% -$51.9K 0.94% 23
2019
Q2 		$8.57M Sell
76,949
-2,361
-3% -$258K 0.91% 22
2019
Q1 		$8.65M Buy
79,310
+411
+0.5% +$44.1K 0.91% 20
2018
Q4 		$8.4M Buy
78,899
+28,459
+56% +$2.99M 1.02% 20
2018
Q3 		$5.32M Sell
50,440
-2,649
-5% -$281K 0.59% 24
2018
Q2 		$5.64M Buy
53,089
+4,955
+10% +$525K 0.56% 22
2018
Q1 		$5.16M Buy
48,134
+167
+0.3% +$17.9K 0.58% 22
2017
Q4 		$5.24M Buy
+47,967
New +$5.24M 0.59% 21

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lake Street Advisors Group's AGG Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.6% in Q4 2024, buying an estimated $563K and bringing the position to 81,178 shares worth $7.87M. The position accounts for 0.36% of the portfolio, ranked #48.

Lake Street Advisors Group first reported a position in AGG in Q4 2017 and has held it in 29 quarters since. The position peaked at $8.66M in Q3 2019. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Lake Street Advisors Group held 81,178 shares of iShares Core US Aggregate Bond ETF worth $7.87M as of Q4 2024.
  • Lake Street Advisors Group bought 5,718 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $563K.
  • iShares Core US Aggregate Bond ETF made up 0.36% of Lake Street Advisors Group's portfolio in Q4 2024, its #48 holding.
  • Lake Street Advisors Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's iShares Core US Aggregate Bond ETF position peaked at $8.66M in Q3 2019.
  • 1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.