LWM
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LongView Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LongView Wealth Management’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 		$2.56M Buy
25,831
+1,878
+8% +$186K 0.66% 41
2026
Q1 		$2.39M Buy
23,953
+5
+0% +$500 0.6% 47
2025
Q4 		$2.4M Buy
23,948
+2,009
+9% +$202K 0.58% 48
2025
Q3 		$2.2M Buy
21,939
+6,442
+42% +$639K 0.6% 45
2025
Q2 		$1.54M Buy
15,497
+2,802
+22% +$275K 0.47% 50
2025
Q1 		$1.26M Buy
12,695
+82
+0.7% +$8.02K 0.38% 59
2024
Q4 		$1.22M Sell
12,613
-1,834
-13% -$181K 0.37% 62
2024
Q3 		$1.46M Sell
14,447
-1,432
-9% -$143K 0.47% 50
2024
Q2 		$1.54M Buy
15,879
+3,801
+31% +$367K 0.57% 40
2024
Q1 		$1.18M Buy
12,078
+124
+1% +$12.1K 0.47% 49
2023
Q4 		$1.18M Buy
+11,954
New +$1.14M 0.53% 46

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LongView Wealth Management's AGG Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q2 2026, buying an estimated $186K and bringing the position to 25,831 shares worth $2.56M. The position accounts for 0.66% of the portfolio, ranked #41.

LongView Wealth Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • LongView Wealth Management held 25,831 shares of iShares Core US Aggregate Bond ETF worth $2.56M as of Q2 2026.
  • LongView Wealth Management bought 1,878 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $186K.
  • iShares Core US Aggregate Bond ETF made up 0.66% of LongView Wealth Management's portfolio in Q2 2026, its #41 holding.
  • LongView Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.