LaSalle St. Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LaSalle St. Investment 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
2026 Q2	$204K	Buy	2,065 +10	+0.5%	+$989	0.03%	417
2026 Q1	$204K	Buy	2,055 +6	+0.3%	+$600	0.03%	389
2025 Q4	$204K	Sell	2,049 -335	-14%	-$33.6K	0.03%	354
2025 Q3	$239K	Buy	2,384 +235	+11%	+$23.3K	0.04%	302
2025 Q2	$213K	Buy	2,149 +35	+2%	+$3.43K	0.06%	306
2025 Q1	$209K	Buy	+2,114	New	+$207K	0.05%	295
2024 Q2	–	Sell	-2,508	Closed	-$248K	–	167
2024 Q1	$248K	Buy	2,508 +102	+4%	+$9.98K	0.14%	114
2023 Q4	$239K	Buy	+2,406	New	+$229K	0.16%	102

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

LaSalle St. Investment Advisors's AGG Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.49% in Q2 2026, buying an estimated $989 and bringing the position to 2,065 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #417.

LaSalle St. Investment Advisors first reported a position in AGG in Q4 2023 and has held it in 8 quarters since. The position peaked at $248K in Q1 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

LaSalle St. Investment Advisors held 2,065 shares of iShares Core US Aggregate Bond ETF worth $204K as of Q2 2026.
LaSalle St. Investment Advisors bought 10 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $989.
iShares Core US Aggregate Bond ETF made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #417 holding.
LaSalle St. Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
LaSalle St. Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $248K in Q1 2024.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.