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

LGT Financial 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
Q4 		– Sell
-804
Closed -$80.6K – 266
2025
Q3 		$80.6K Buy
804
+727
+944% +$72.1K 0.17% 99
2025
Q2 		$7.64K Sell
77
-1
-1% -$98 0.02% 237
2025
Q1 		$7.72K Buy
78
+9
+13% +$880 0.02% 185
2024
Q4 		$6.69K Sell
69
-1
-1% -$98 0.01% 502
2024
Q3 		$7.09K Hold
70
– – 0.02% 470
2024
Q2 		$6.8K Buy
70
+3
+4% +$290 0.01% 545
2024
Q1 		$6.56K Hold
67
– – 0.01% 568
2023
Q4 		$6.65K Sell
67
-689
-91% -$65.6K 0.01% 564
2023
Q3 		$71.1K Buy
756
+653
+634% +$62.9K 0.09% 188
2023
Q2 		$10.1K Buy
+103
New +$10.2K 0.01% 194
2023
Q1 		– Sell
-2,563
Closed -$249K – 97
2022
Q4 		$249K Buy
+2,563
New +$248K 0.29% 78

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LGT Financial Advisors's AGG Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 804 shares — an estimated $80.6K sold.

LGT Financial Advisors first reported a position in AGG in Q4 2022 and held it in 11 quarters. The position peaked at $249K in Q4 2022. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 804 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $80.6K.
  • LGT Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $249K in Q4 2022.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.