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

Lakeridge 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
2025
Q2 		– Sell
-2,679
Closed -$265K – 150
2025
Q1 		$265K Sell
2,679
-944
-26% -$92.3K 0.13% 129
2024
Q4 		$351K Buy
3,623
+303
+9% +$29.8K 0.18% 102
2024
Q3 		$336K Hold
3,320
– – 0.18% 105
2024
Q2 		$322K Buy
+3,320
New +$320K 0.19% 104

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 $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lakeridge Wealth Management's AGG Position: Q2 2025 in Review

Lakeridge Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,679 shares — an estimated $265K sold.

Lakeridge Wealth Management first reported a position in AGG in Q2 2024 and held it in 4 quarters. The position peaked at $351K in Q4 2024. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Lakeridge Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 2,679 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $265K.
  • Lakeridge Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Lakeridge Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $351K in Q4 2024.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Lakeridge Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.