Lindbrook Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lindbrook Capital’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
2025 Q1	–	Sell	-24,154	Closed	-$2.34M	–	2784
2024 Q4	$2.34M	Sell	24,154 -27	-0.1%	-$2.66K	0.21%	66
2024 Q3	$2.45M	Buy	24,181 +5,628	+30%	+$561K	0.22%	64
2024 Q2	$1.8M	Buy	18,553 +6,943	+60%	+$670K	0.17%	84
2024 Q1	$1.14M	Buy	11,610 +11,376	+4,862%	+$1.11M	0.11%	118
2023 Q4	$23.2K	Hold	234	–	–	﹤0.01%	1100
2023 Q3	$22K	Hold	234	–	–	﹤0.01%	1013
2023 Q2	$22.9K	Buy	+234	New	+$23.1K	﹤0.01%	1016
2023 Q1	–	Sell	-1,557	Closed	-$151K	–	2773
2022 Q4	$151K	Buy	+1,557	New	+$151K	0.02%	394

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lindbrook Capital's AGG Position: Q1 2025 in Review

Lindbrook Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 24,154 shares — an estimated $2.34M sold.

Lindbrook Capital first reported a position in AGG in Q4 2022 and held it in 8 quarters. The position peaked at $2.45M in Q3 2024. 1,927 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

Lindbrook Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 24,154 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $2.34M.
Lindbrook Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 8 quarters.
Lindbrook Capital's iShares Core US Aggregate Bond ETF position peaked at $2.45M in Q3 2024.
1,927 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.