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

Lifestyle 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
Q1 		$39.1M Buy
393,707
+227,326
+137% +$22.7M 12.77% 2
2025
Q4 		$16.6M Buy
166,381
+45,513
+38% +$4.57M 5.41% 2
2025
Q3 		$12.1M Buy
120,868
+35,239
+41% +$3.5M 4.14% 4
2025
Q2 		$8.49M Sell
85,629
-113
-0.1% -$11.1K 3.97% 6
2025
Q1 		$8.48M Buy
85,742
+4,161
+5% +$407K 4.66% 5
2024
Q4 		$7.91M Sell
81,581
-75,648
-48% -$7.45M 4.31% 5
2024
Q3 		$15.9M Buy
157,229
+82,538
+111% +$8.23M 8.79% 3
2024
Q2 		$7.25M Sell
74,691
-2,907
-4% -$281K 4.17% 6
2024
Q1 		$7.6M Sell
77,598
-34,203
-31% -$3.35M 4.49% 6
2023
Q4 		$11.1M Buy
111,801
+38,421
+52% +$3.66M 6.17% 5
2023
Q3 		$6.9M Buy
73,380
+4,540
+7% +$437K 4.19% 7
2023
Q2 		$6.74M Buy
68,840
+2,572
+4% +$254K 4.05% 8
2023
Q1 		$6.6M Buy
66,268
+374
+0.6% +$37K 4.42% 7
2022
Q4 		$6.39M Buy
+65,894
New +$6.37M 5.11% 5

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lifestyle Asset Management's AGG Position: Q1 2026 in Review

Lifestyle Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 137% in Q1 2026, buying an estimated $22.7M and bringing the position to 393,707 shares worth $39.1M. The position accounts for 12.77% of the portfolio, ranked #2.

Lifestyle Asset Management first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Lifestyle Asset Management held 393,707 shares of iShares Core US Aggregate Bond ETF worth $39.1M as of Q1 2026.
  • Lifestyle Asset Management bought 227,326 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $22.7M.
  • iShares Core US Aggregate Bond ETF made up 12.77% of Lifestyle Asset Management's portfolio in Q1 2026, its #2 holding.
  • Lifestyle Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.