LA
AGG icon

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

LM 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 		$415K Buy
4,186
+3,773
+914% +$373K 0.05% 165
2026
Q1 		$4.16K Sell
413
-12
-3% -$1.2K 0.07% 137
2025
Q4 		$4.26K Sell
425
-3,281
-89% -$329K 0.08% 133
2025
Q3 		$372K Buy
3,706
+433
+13% +$43K 0.05% 149
2025
Q2 		$325K Buy
+3,273
New +$321K 0.04% 150
2024
Q1 		– Sell
-2,023
Closed -$201K – 225
2023
Q4 		$201K Buy
+2,023
New +$193K 0.04% 195

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

LM Advisors's AGG Position: Q2 2026 in Review

LM Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 914% in Q2 2026, buying an estimated $373K and bringing the position to 4,186 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #165.

LM Advisors first reported a position in AGG in Q4 2023 and has held it in 6 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • LM Advisors held 4,186 shares of iShares Core US Aggregate Bond ETF worth $415K as of Q2 2026.
  • LM Advisors bought 3,773 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $373K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of LM Advisors's portfolio in Q2 2026, its #165 holding.
  • LM Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.