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Leo Wealth LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Leo Wealth LLC’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 		$1.04M Buy
10,466
+71
+0.7% +$7.1K 0.08% 179
2025
Q4 		$1.04M Buy
10,395
+4,863
+88% +$488K 0.08% 173
2025
Q3 		$555K Buy
5,532
+498
+10% +$49.4K 0.07% 168
2025
Q2 		$499K Buy
+5,034
New +$493K 0.04% 231
2025
Q1 		– Sell
-4,811
Closed -$466K – 272
2024
Q4 		$466K Buy
4,811
+51
+1% +$5.02K 0.04% 243
2024
Q3 		$482K Sell
4,760
-403
-8% -$40.2K 0.04% 228
2024
Q2 		$497K Buy
5,163
+35
+0.7% +$3.38K 0.05% 220
2024
Q1 		$498K Sell
5,128
-318
-6% -$31.1K 0.05% 213
2023
Q4 		$535K Buy
+5,446
New +$518K 0.06% 198

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Leo Wealth LLC's AGG Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.68% in Q1 2026, buying an estimated $7.1K and bringing the position to 10,466 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #179.

Leo Wealth LLC first reported a position in AGG in Q4 2023 and has held it in 9 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Leo Wealth LLC held 10,466 shares of iShares Core US Aggregate Bond ETF worth $1.04M as of Q1 2026.
  • Leo Wealth LLC bought 71 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $7.1K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Leo Wealth LLC's portfolio in Q1 2026, its #179 holding.
  • Leo Wealth LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.