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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
Q2 		$695K Sell
7,018
-1,490
-18% -$147K 0.07% 168
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 $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

Lifeworks Advisors's AGG Position: Q2 2026 in Review

Lifeworks Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, selling an estimated $147K and leaving 7,018 shares worth $695K. The position accounts for 0.07% of the portfolio, ranked #168.

Lifeworks Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q3 2024. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Lifeworks Advisors held 7,018 shares of iShares Core US Aggregate Bond ETF worth $695K as of Q2 2026.
  • Lifeworks Advisors sold 1,490 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #168 holding.
  • Lifeworks Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.69M in Q3 2024.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.