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Lokken Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lokken Investment Group’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
2025
Q1 		– Sell
-7,024
Closed -$681K – 133
2024
Q4 		$681K Buy
7,024
+175
+3% +$17.2K 0.29% 75
2024
Q3 		$694K Buy
6,849
+282
+4% +$28.1K 0.29% 77
2024
Q2 		$637K Buy
6,567
+337
+5% +$32.5K 0.3% 73
2024
Q1 		$610K Buy
6,230
+661
+12% +$64.7K 0.3% 78
2023
Q4 		$553K Buy
5,569
+8
+0.1% +$761 0.31% 74
2023
Q3 		$523K Buy
5,561
+181
+3% +$17.4K 0.34% 71
2023
Q2 		$527K Buy
5,380
+836
+18% +$82.6K 0.34% 70
2023
Q1 		$453K Buy
+4,544
New +$449K 0.34% 69

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lokken Investment Group's AGG Position: Q1 2025 in Review

Lokken Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 7,024 shares — an estimated $681K sold.

Lokken Investment Group first reported a position in AGG in Q1 2023 and held it in 8 quarters. The position peaked at $694K in Q3 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Lokken Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 7,024 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $681K.
  • Lokken Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 8 quarters.
  • Lokken Investment Group's iShares Core US Aggregate Bond ETF position peaked at $694K in Q3 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.