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LexAurum Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LexAurum Advisors’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 		– Sell
-4,386
Closed -$434K – 362
2025
Q1 		$434K Buy
4,386
+569
+15% +$55.6K 0.08% 209
2024
Q4 		$370K Buy
3,817
+125
+3% +$12.3K 0.07% 232
2024
Q3 		$374K Buy
3,692
+614
+20% +$61.3K 0.08% 206
2024
Q2 		$299K Sell
3,078
-789
-20% -$76.2K 0.07% 223
2024
Q1 		$379K Buy
3,867
+603
+18% +$59K 0.1% 187
2023
Q4 		$324K Sell
3,264
-4
-0.1% -$381 0.08% 211
2023
Q3 		$307K Buy
3,268
+452
+16% +$43.5K 0.09% 209
2023
Q2 		$276K Buy
2,816
+55
+2% +$5.44K 0.08% 213
2023
Q1 		$275K Buy
+2,761
New +$273K 0.09% 203
2022
Q4 		– Sell
-5,498
Closed -$530K – 251
2022
Q3 		$530K Buy
+5,498
New +$556K 0.2% 104
2021
Q4 		– Sell
-2,898
Closed -$333K – 252
2021
Q3 		$333K Buy
2,898
+95
+3% +$11K 0.1% 212
2021
Q2 		$323K Buy
+2,803
New +$321K 0.1% 219
2020
Q1 		– Sell
-1,982
Closed -$223K – 194
2019
Q4 		$223K Sell
1,982
-246
-11% -$27.7K 0.11% 185
2019
Q3 		$252K Buy
2,228
+389
+21% +$43.7K 0.15% 151
2019
Q2 		$205K Sell
1,839
-409
-18% -$44.7K 0.13% 157
2019
Q1 		$245K Sell
2,248
-214
-9% -$22.9K 0.16% 133
2018
Q4 		$262K Buy
+2,462
New +$258K 0.2% 117
2018
Q1 		– Sell
-2,231
Closed -$243K – 148
2017
Q4 		$243K Buy
+2,231
New +$244K 0.23% 115

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

LexAurum Advisors's AGG Position: Q2 2025 in Review

LexAurum Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 4,386 shares — an estimated $434K sold.

LexAurum Advisors first reported a position in AGG in Q4 2017 and held it in 18 quarters. The position peaked at $530K in Q3 2022. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • LexAurum Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • LexAurum Advisors sold 4,386 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $434K.
  • LexAurum Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 18 quarters.
  • LexAurum Advisors's iShares Core US Aggregate Bond ETF position peaked at $530K in Q3 2022.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on LexAurum Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.