LAM
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Lewis Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lewis Asset 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
Q2 		$393K Buy
3,970
+101
+3% +$9.99K 0.14% 150
2026
Q1 		$384K Hold
3,869
– – 0.16% 137
2025
Q4 		$386K Buy
3,869
+406
+12% +$40.7K 0.16% 131
2025
Q3 		$347K Sell
3,463
-50
-1% -$4.96K 0.14% 137
2025
Q2 		$348K Buy
+3,513
New +$344K 0.16% 131

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Lewis Asset Management's AGG Position: Q2 2026 in Review

Lewis Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q2 2026, buying an estimated $9.99K and bringing the position to 3,970 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #150.

Lewis Asset Management first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. 1,010 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Lewis Asset Management held 3,970 shares of iShares Core US Aggregate Bond ETF worth $393K as of Q2 2026.
  • Lewis Asset Management bought 101 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.99K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Lewis Asset Management's portfolio in Q2 2026, its #150 holding.
  • Lewis Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.