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

Lifeworks 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
Q1 		$845K Sell
8,508
-2,169
-20% -$217K 0.11% 139
2025
Q4 		$1.07M Buy
10,677
+29
+0.3% +$2.91K 0.14% 135
2025
Q3 		$1.07M Sell
10,648
-304
-3% -$30.2K 0.14% 131
2025
Q2 		$1.09M Hold
10,952
– – 0.16% 122
2025
Q1 		$1.08M Sell
10,952
-3,188
-23% -$312K 0.18% 114
2024
Q4 		$1.37M Sell
14,140
-2,595
-16% -$256K 0.25% 101
2024
Q3 		$1.69M Buy
16,735
+5,197
+45% +$518K 0.33% 88
2024
Q2 		$1.12M Sell
11,538
-615
-5% -$59.4K 0.31% 81
2024
Q1 		$1.19M Sell
12,153
-3,436
-22% -$336K 0.33% 83
2023
Q4 		$1.55M Buy
15,589
+2,893
+23% +$275K 0.53% 63
2023
Q3 		$1.19M Buy
12,696
+6,902
+119% +$665K 0.46% 68
2023
Q2 		$568K Sell
5,794
-4,510
-44% -$446K 0.24% 99
2023
Q1 		$1.03M Buy
10,304
+1,795
+21% +$177K 0.48% 76
2022
Q4 		$825K Buy
8,509
+277
+3% +$26.8K 0.46% 73
2022
Q3 		$781K Buy
8,232
+875
+12% +$88.5K 0.44% 80
2022
Q2 		$748K Buy
7,357
+1,416
+24% +$146K 0.47% 75
2022
Q1 		$636K Buy
5,941
+1,423
+31% +$157K 0.42% 81
2021
Q4 		$515K Buy
+4,518
New +$517K 0.41% 74

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

Lifeworks Advisors's AGG Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q1 2026, selling an estimated $217K and leaving 8,508 shares worth $845K. The position accounts for 0.11% of the portfolio, ranked #139.

Lifeworks Advisors first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.69M in Q3 2024. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Lifeworks Advisors held 8,508 shares of iShares Core US Aggregate Bond ETF worth $845K as of Q1 2026.
  • Lifeworks Advisors sold 2,169 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $217K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Lifeworks Advisors's portfolio in Q1 2026, its #139 holding.
  • Lifeworks Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.69M in Q3 2024.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.