Lodestar Private Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Lodestar Private Asset Management's AGG Position: Q1 2026 in Review
Lodestar Private Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.9% in Q1 2026, buying an estimated $31.3K and bringing the position to 8,382 shares worth $832K. The position accounts for 0.08% of the portfolio, ranked #115.
Lodestar Private Asset Management first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q1 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Lodestar Private Asset Management held 8,382 shares of iShares Core US Aggregate Bond ETF worth $832K as of Q1 2026.
- Lodestar Private Asset Management bought 313 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $31.3K.
- iShares Core US Aggregate Bond ETF made up 0.08% of Lodestar Private Asset Management's portfolio in Q1 2026, its #115 holding.
- Lodestar Private Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
- Lodestar Private Asset Management's iShares Core US Aggregate Bond ETF position peaked at $1.54M in Q1 2023.
- 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.