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Legacy Bridge’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Legacy Bridge’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 		$15.6K Hold
158
– – ﹤0.01% 269
2026
Q1 		$15.7K Buy
158
+133
+532% +$13.3K 0.01% 261
2025
Q4 		$2.5K Hold
25
– – ﹤0.01% 408
2025
Q3 		$2.51K Hold
25
– – ﹤0.01% 290
2025
Q2 		$2.48K Buy
25
+5
+25% +$490 ﹤0.01% 279
2025
Q1 		$1.98K Buy
20
+15
+300% +$1.47K ﹤0.01% 278
2024
Q4 		$485 Hold
5
– – ﹤0.01% 298
2024
Q3 		$507 Hold
5
– – ﹤0.01% 292
2024
Q2 		$486 Hold
5
– – ﹤0.01% 286
2024
Q1 		$490 Buy
+5
New +$489 ﹤0.01% 314

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Bridge's AGG Position: Q2 2026 in Review

Legacy Bridge held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 158 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Legacy Bridge first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.7K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Legacy Bridge held 158 shares of iShares Core US Aggregate Bond ETF worth $15.6K as of Q2 2026.
  • Legacy Bridge left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #269 holding.
  • Legacy Bridge first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Legacy Bridge's iShares Core US Aggregate Bond ETF position peaked at $15.7K in Q1 2026.
  • 2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.