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

Legacy Investment Solutions’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
2025
Q2 		$446K Buy
+4,491
New +$440K 0.23% 52
2024
Q4 		– Sell
-85
Closed -$8.3K – 757
2024
Q3 		$8.3K Buy
+85
New +$8.48K ﹤0.01% 342

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

Legacy Investment Solutions's AGG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2025: 4,491 shares worth $446K. The stake represents 0.23% of the portfolio and ranks #52 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AGG as recently as Q3 2024.

Legacy Investment Solutions first reported a position in AGG in Q3 2024 and has held it in 2 quarters since. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Legacy Investment Solutions held 4,491 shares of iShares Core US Aggregate Bond ETF worth $446K as of Q2 2025.
  • iShares Core US Aggregate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core US Aggregate Bond ETF made up 0.23% of Legacy Investment Solutions's portfolio in Q2 2025, its #52 holding.
  • Legacy Investment Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.