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LMG Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LMG Wealth Partners’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 		$12.5M Buy
126,065
+6,351
+5% +$635K 2.28% 8
2025
Q4 		$12M Buy
119,714
+307
+0.3% +$30.8K 2.23% 9
2025
Q3 		$12M Sell
119,407
-1,164
-1% -$115K 2.23% 8
2025
Q2 		$12M Sell
120,571
-88
-0.1% -$8.62K 2.46% 8
2025
Q1 		$11.9M Buy
120,659
+3,878
+3% +$379K 2.66% 6
2024
Q4 		$11.3M Sell
116,781
-753
-0.6% -$74.2K 2.47% 8
2024
Q3 		$11.9M Buy
117,534
+6,294
+6% +$628K 2.73% 8
2024
Q2 		$10.8M Buy
111,240
+3,005
+3% +$290K 2.69% 9
2024
Q1 		$10.6M Buy
108,235
+12,655
+13% +$1.24M 2.67% 9
2023
Q4 		$9.49M Buy
95,580
+51,661
+118% +$4.92M 2.63% 10
2023
Q3 		$4.13M Buy
43,919
+9,815
+29% +$945K 1.26% 31
2023
Q2 		$3.34M Buy
34,104
+1,427
+4% +$141K 1.02% 35
2023
Q1 		$3.26M Buy
+32,677
New +$3.23M 1.05% 34

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

LMG Wealth Partners's AGG Position: Q1 2026 in Review

LMG Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q1 2026, buying an estimated $635K and bringing the position to 126,065 shares worth $12.5M. The position accounts for 2.28% of the portfolio, ranked #8.

LMG Wealth Partners first reported a position in AGG in Q1 2023 and has held it in 13 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • LMG Wealth Partners held 126,065 shares of iShares Core US Aggregate Bond ETF worth $12.5M as of Q1 2026.
  • LMG Wealth Partners bought 6,351 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $635K.
  • iShares Core US Aggregate Bond ETF made up 2.28% of LMG Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • LMG Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.