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Lionsbridge Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lionsbridge Wealth 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 		$2.46M Sell
24,786
-993
-4% -$99.3K 2.47% 8
2025
Q4 		$2.57M Sell
25,779
-126
-0.5% -$12.6K 2.6% 14
2025
Q3 		$2.6M Sell
25,905
-41,039
-61% -$4.07M 2.56% 11
2025
Q2 		$6.64M Buy
66,944
+2,198
+3% +$215K 6.61% 1
2025
Q1 		$6.4M Sell
64,746
-9,714
-13% -$950K 5.69% 2
2024
Q4 		$7.22M Sell
74,460
-2,592
-3% -$255K 6.06% 1
2024
Q3 		$7.8M Sell
77,052
-1,321
-2% -$132K 6.17% 1
2024
Q2 		$7.61M Sell
78,373
-626
-0.8% -$60.4K 6.09% 3
2024
Q1 		$7.74M Buy
78,999
+1,879
+2% +$184K 5.98% 2
2023
Q4 		$7.65M Buy
77,120
+35,935
+87% +$3.42M 6.12% 1
2023
Q3 		$3.87M Sell
41,185
-77,935
-65% -$7.51M 3.67% 6
2023
Q2 		$11.7M Buy
119,120
+20,734
+21% +$2.05M 10.42% 1
2023
Q1 		$9.8M Buy
98,386
+65,907
+203% +$6.51M 9.05% 1
2022
Q4 		$3.15M Buy
+32,479
New +$3.14M 3.07% 7
2020
Q3 		– Sell
-7,022
Closed -$830K – 45
2020
Q2 		$830K Buy
7,022
+75
+1% +$8.78K 0.93% 35
2020
Q1 		$801K Sell
6,947
-197
-3% -$22.5K 0.96% 28
2019
Q4 		$807K Buy
+7,144
New +$805K 0.75% 43

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

Lionsbridge Wealth Management's AGG Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.9% in Q1 2026, selling an estimated $99.3K and leaving 24,786 shares worth $2.46M. The position accounts for 2.47% of the portfolio, ranked #8.

Lionsbridge Wealth Management first reported a position in AGG in Q4 2019 and has held it in 17 quarters since. The position peaked at $11.7M in Q2 2023. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Lionsbridge Wealth Management held 24,786 shares of iShares Core US Aggregate Bond ETF worth $2.46M as of Q1 2026.
  • Lionsbridge Wealth Management sold 993 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $99.3K.
  • iShares Core US Aggregate Bond ETF made up 2.47% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Lionsbridge Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Lionsbridge Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $11.7M in Q2 2023.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.