Life Line Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Life Line Wealth 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 Q1	$432K	Buy	4,352 +95	+2%	+$9.51K	0.19%	23
2025 Q4	$425K	Buy	4,257 +55	+1%	+$5.52K	0.13%	28
2025 Q3	$421K	Buy	4,202 +41	+1%	+$4.07K	0.13%	27
2025 Q2	$413K	Buy	4,161 +41	+1%	+$4.02K	0.13%	23
2025 Q1	$408K	Buy	4,120 +26	+0.6%	+$2.54K	0.15%	24
2024 Q4	$397K	Buy	4,094 +51	+1%	+$5.02K	0.14%	17
2024 Q3	$409K	Sell	4,043 -242,383	-98%	-$24.2M	0.15%	17
2024 Q2	$23.9M	Buy	246,426 +242,093	+5,587%	+$23.4M	9.04%	8
2024 Q1	$424K	Buy	4,333 +446	+11%	+$43.6K	0.16%	19
2023 Q4	$386K	Buy	+3,887	New	+$370K	0.15%	20

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Life Line Wealth Management's AGG Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q1 2026, buying an estimated $9.51K and bringing the position to 4,352 shares worth $432K. The position accounts for 0.19% of the portfolio, ranked #23.

Life Line Wealth Management first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.9M in Q2 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Life Line Wealth Management held 4,352 shares of iShares Core US Aggregate Bond ETF worth $432K as of Q1 2026.
Life Line Wealth Management bought 95 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $9.51K.
iShares Core US Aggregate Bond ETF made up 0.19% of Life Line Wealth Management's portfolio in Q1 2026, its #23 holding.
Life Line Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Life Line Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $23.9M in Q2 2024.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.