Lloyd Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lloyd Advisory Services’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	$15K	Sell	152 -9,977	-98%	-$987K	0.01%	345
2026 Q1	$1.01M	Buy	+10,129	New	+$1.01M	0.29%	36
2022 Q2	–	Sell	-124	Closed	-$13K	–	81
2022 Q1	$13K	Buy	+124	New	+$13.6K	0.01%	378
2021 Q1	–	Sell	-8,787	Closed	-$1.04M	–	373
2020 Q4	$1.04M	Buy	8,787 +56	+0.6%	+$6.6K	0.57%	19
2020 Q3	$1.03M	Buy	+8,731	New	+$1.04M	0.63%	16
2020 Q1	–	Sell	-8,393	Closed	-$943K	–	267
2019 Q4	$943K	Buy	+8,393	New	+$946K	0.86%	18

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lloyd Advisory Services's AGG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 98% in Q2 2026, selling an estimated $987K and leaving 152 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #345.

Lloyd Advisory Services first reported a position in AGG in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2020. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Lloyd Advisory Services held 152 shares of iShares Core US Aggregate Bond ETF worth $15K as of Q2 2026.
Lloyd Advisory Services sold 9,977 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $987K.
iShares Core US Aggregate Bond ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #345 holding.
Lloyd Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 6 quarters since.
Lloyd Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $1.04M in Q4 2020.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.