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 Q3	$12.2M	Buy	128,660 +11,153	+9%	+$1.08M	6.5%	2
2026 Q2	$11.6M	Buy	117,507 +9,719	+9%	+$962K	6.34%	2
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LeConte Wealth Management's AGG Position: Q3 2026 in Review

LeConte Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.5% in Q3 2026, buying an estimated $1.08M and bringing the position to 128,660 shares worth $12.2M. The position accounts for 6.5% of the portfolio, ranked #2.

LeConte Wealth Management first reported a position in AGG in Q1 2025 and has held it in 7 quarters since. 744 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

LeConte Wealth Management held 128,660 shares of iShares Core US Aggregate Bond ETF worth $12.2M as of Q3 2026.
LeConte Wealth Management bought 11,153 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.08M.
iShares Core US Aggregate Bond ETF made up 6.5% of LeConte Wealth Management's portfolio in Q3 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 7 quarters since.
744 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.