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

Lansing Street Advisors’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 Q3	–	Sell	-26,444	Closed	-$2.57M	–	120
2024 Q2	$2.57M	Sell	26,444 -2,192	-8%	-$212K	1.07%	27
2024 Q1	$2.8M	Sell	28,636 -3,975	-12%	-$389K	1.26%	23
2023 Q4	$3.24M	Buy	+32,611	New	+$3.1M	1.69%	18
2023 Q2	$10.9M	Buy	111,761 +52,570	+89%	+$5.2M	6.35%	3
2023 Q1	$5.9M	Buy	59,191 +49,130	+488%	+$4.86M	3.69%	7
2022 Q4	$976K	Buy	10,061 +2,078	+26%	+$201K	0.67%	36
2022 Q3	$769K	Sell	7,983 -2,649	-25%	-$268K	0.59%	37
2022 Q2	$1.08M	Sell	10,632 -35	-0.3%	-$3.6K	0.84%	29
2022 Q1	$1.12M	Buy	+10,667	New	+$1.17M	0.71%	33

Other funds holding AGG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lansing Street Advisors's AGG Position: Q3 2024 in Review

Lansing Street Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 26,444 shares — an estimated $2.57M sold.

Lansing Street Advisors first reported a position in AGG in Q1 2022 and held it in 9 quarters. The position peaked at $10.9M in Q2 2023. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

Lansing Street Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Lansing Street Advisors sold 26,444 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $2.57M.
Lansing Street Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 9 quarters.
Lansing Street Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.9M in Q2 2023.
1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Lansing Street Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.