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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
Q2 		$9.83M Sell
99,359
-294,348
-75% -$29.1M 2.64% 8
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lifestyle Asset Management's AGG Position: Q2 2026 in Review

Lifestyle Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 75% in Q2 2026, selling an estimated $29.1M and leaving 99,359 shares worth $9.83M. The position accounts for 2.64% of the portfolio, ranked #8.

Lifestyle Asset Management first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.1M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Lifestyle Asset Management held 99,359 shares of iShares Core US Aggregate Bond ETF worth $9.83M as of Q2 2026.
  • Lifestyle Asset Management sold 294,348 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $29.1M.
  • iShares Core US Aggregate Bond ETF made up 2.64% of Lifestyle Asset Management's portfolio in Q2 2026, its #8 holding.
  • Lifestyle Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Lifestyle Asset Management's iShares Core US Aggregate Bond ETF position peaked at $39.1M in Q1 2026.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.