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

LeConte 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
2026
Q1 		$10.7M Buy
107,788
+7,667
+8% +$767K 6.92% 2
2025
Q4 		$10M Buy
100,121
+13,625
+16% +$1.37M 6.53% 2
2025
Q3 		$8.67M Buy
86,496
+26,749
+45% +$2.65M 5.79% 3
2025
Q2 		$5.93M Buy
59,747
+24,962
+72% +$2.45M 4.01% 7
2025
Q1 		$3.44M Buy
+34,785
New +$3.4M 2.19% 11

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LeConte Wealth Management's AGG Position: Q1 2026 in Review

LeConte Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.7% in Q1 2026, buying an estimated $767K and bringing the position to 107,788 shares worth $10.7M. The position accounts for 6.92% of the portfolio, ranked #2.

LeConte Wealth Management first reported a position in AGG in Q1 2025 and has held it in 5 quarters since. 2,069 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • LeConte Wealth Management held 107,788 shares of iShares Core US Aggregate Bond ETF worth $10.7M as of Q1 2026.
  • LeConte Wealth Management bought 7,667 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $767K.
  • iShares Core US Aggregate Bond ETF made up 6.92% of LeConte Wealth Management's portfolio in Q1 2026, its #2 holding.
  • LeConte Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,069 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.