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

LifeGoal Wealth 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
2026
Q2 		$1.25M Buy
12,654
+58
+0.5% +$5.74K 0.57% 30
2026
Q1 		$1.25M Sell
12,596
-1,490
-11% -$149K 0.71% 29
2025
Q4 		$1.4M Buy
14,086
+2,936
+26% +$295K 0.93% 25
2025
Q3 		$1.12M Sell
11,150
-1,644
-13% -$163K 0.93% 24
2025
Q2 		$1.27M Buy
12,794
+1,219
+11% +$119K 1.21% 22
2025
Q1 		$1.15M Buy
11,575
+5,228
+82% +$511K 1.24% 24
2024
Q4 		$615K Buy
+6,347
New +$625K 0.67% 32

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

LifeGoal Wealth Advisors's AGG Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.46% in Q2 2026, buying an estimated $5.74K and bringing the position to 12,654 shares worth $1.25M. The position accounts for 0.57% of the portfolio, ranked #30.

LifeGoal Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2025. 1,048 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • LifeGoal Wealth Advisors held 12,654 shares of iShares Core US Aggregate Bond ETF worth $1.25M as of Q2 2026.
  • LifeGoal Wealth Advisors bought 58 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.74K.
  • iShares Core US Aggregate Bond ETF made up 0.57% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • LifeGoal Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • LifeGoal Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.4M in Q4 2025.
  • 1,048 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.