Lake Street Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lake Street Private Wealth’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	$4.08M	Sell	41,257 -1,151	-3%	-$114K	0.47%	63
2026 Q1	$4.21M	Buy	42,408 +3,984	+10%	+$399K	0.54%	58
2025 Q4	$3.84M	Sell	38,424 -396	-1%	-$39.7K	0.47%	62
2025 Q3	$3.89M	Buy	38,820 +1,734	+5%	+$172K	0.5%	60
2025 Q2	$3.68M	Buy	37,086 +4,687	+14%	+$459K	0.52%	59
2025 Q1	$3.2M	Sell	32,399 -19,327	-37%	-$1.89M	0.52%	60
2024 Q4	$5.01M	Buy	51,726 +1,725	+3%	+$170K	0.8%	34
2024 Q3	$5.06M	Buy	50,001 +3,674	+8%	+$367K	0.81%	32
2024 Q2	$4.5M	Sell	46,327 -1,308	-3%	-$126K	0.58%	45
2024 Q1	$4.67M	Buy	47,635 +1,709	+4%	+$167K	0.64%	38
2023 Q4	$4.56M	Buy	45,926 +745	+2%	+$70.9K	0.72%	31
2023 Q3	$4.25M	Sell	45,181 -16,279	-26%	-$1.57M	0.76%	30
2023 Q2	$6.02M	Buy	61,460 +2,381	+4%	+$235K	1.06%	16
2023 Q1	$5.89M	Buy	59,079 +8,885	+18%	+$878K	1.1%	19
2022 Q4	$4.87M	Buy	50,194 +18,982	+61%	+$1.84M	1.01%	22
2022 Q3	$3.01M	Sell	31,212 -2,293	-7%	-$232K	0.69%	37
2022 Q2	$3.41M	Buy	33,505 +102	+0.3%	+$10.5K	0.72%	39
2022 Q1	$3.58M	Sell	33,403 -1,430	-4%	-$157K	0.64%	38
2021 Q4	$3.97M	Sell	34,833 -6,148	-15%	-$703K	0.7%	32
2021 Q3	$4.71M	Buy	40,981 +2,582	+7%	+$299K	1.14%	16
2021 Q2	$4.42M	Sell	38,399 -6,687	-15%	-$766K	1.12%	22
2021 Q1	$5.13M	Sell	45,086 -14,763	-25%	-$1.71M	1.42%	14
2020 Q4	$7.07M	Buy	59,849 +3,918	+7%	+$462K	2.04%	7
2020 Q3	$6.6M	Buy	55,931 +787	+1%	+$93.4K	2.22%	7
2020 Q2	$6.52M	Buy	55,144 +11,420	+26%	+$1.34M	2.42%	7
2020 Q1	$5.04M	Buy	43,724 +24,111	+123%	+$2.75M	2.3%	8
2019 Q4	$2.2M	Buy	19,613 +963	+5%	+$109K	0.84%	41
2019 Q3	$2.11M	Buy	+18,650	New	+$2.1M	0.96%	35

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lake Street Private Wealth's AGG Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q2 2026, selling an estimated $114K and leaving 41,257 shares worth $4.08M. The position accounts for 0.47% of the portfolio, ranked #63.

Lake Street Private Wealth first reported a position in AGG in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.07M in Q4 2020. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Lake Street Private Wealth held 41,257 shares of iShares Core US Aggregate Bond ETF worth $4.08M as of Q2 2026.
Lake Street Private Wealth sold 1,151 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $114K.
iShares Core US Aggregate Bond ETF made up 0.47% of Lake Street Private Wealth's portfolio in Q2 2026, its #63 holding.
Lake Street Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
Lake Street Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $7.07M in Q4 2020.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.