Lanham O'Dell & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lanham O'Dell & 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
2025 Q4	$250K	Hold	2,500	–	–	0.07%	32
2025 Q3	$251K	Hold	2,500	–	–	0.08%	30
2025 Q2	$248K	Hold	2,500	–	–	0.1%	26
2025 Q1	$247K	Hold	2,500	–	–	0.14%	24
2024 Q4	$242K	Buy	+2,500	New	+$246K	0.13%	24
2024 Q3	–	Sell	-2,500	Closed	-$243K	–	24
2024 Q2	$243K	Hold	2,500	–	–	0.14%	21
2024 Q1	$245K	Buy	+2,500	New	+$245K	0.12%	25

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lanham O'Dell & Company's AGG Position: Q4 2025 in Review

Lanham O'Dell & Company held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2025 at 2,500 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #32.

Lanham O'Dell & Company first reported a position in AGG in Q1 2024 and has held it in 7 quarters since. The position peaked at $251K in Q3 2025. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Lanham O'Dell & Company held 2,500 shares of iShares Core US Aggregate Bond ETF worth $250K as of Q4 2025.
Lanham O'Dell & Company left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2025.
iShares Core US Aggregate Bond ETF made up 0.07% of Lanham O'Dell & Company's portfolio in Q4 2025, its #32 holding.
Lanham O'Dell & Company first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 7 quarters since.
Lanham O'Dell & Company's iShares Core US Aggregate Bond ETF position peaked at $251K in Q3 2025.
2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Lanham O'Dell & Company's 13F filing for Q4 2025, filed 12 Jan 2026.