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Lazari Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lazari Capital 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
2026
Q2 		$1.9M Buy
19,158
+166
+0.9% +$16.4K 0.58% 30
2026
Q1 		$1.89M Sell
18,992
-30
-0.2% -$3K 0.66% 26
2025
Q4 		$1.9M Buy
19,022
+65
+0.3% +$6.52K 0.64% 30
2025
Q3 		$1.9M Sell
18,957
-444
-2% -$44.1K 0.64% 30
2025
Q2 		$1.92M Buy
19,401
+429
+2% +$42K 0.72% 27
2025
Q1 		$1.88M Sell
18,972
-1,247
-6% -$122K 0.77% 26
2024
Q4 		$1.96M Buy
20,219
+6,000
+42% +$591K 0.78% 27
2024
Q3 		$1.44M Buy
14,219
+1,285
+10% +$128K 0.62% 32
2024
Q2 		$1.26M Buy
+12,934
New +$1.25M 0.57% 35

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Lazari Capital Management's AGG Position: Q2 2026 in Review

Lazari Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.87% in Q2 2026, buying an estimated $16.4K and bringing the position to 19,158 shares worth $1.9M. The position accounts for 0.58% of the portfolio, ranked #30.

Lazari Capital Management first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Lazari Capital Management held 19,158 shares of iShares Core US Aggregate Bond ETF worth $1.9M as of Q2 2026.
  • Lazari Capital Management bought 166 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Core US Aggregate Bond ETF made up 0.58% of Lazari Capital Management's portfolio in Q2 2026, its #30 holding.
  • Lazari Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Lazari Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.96M in Q4 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.