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Lowe Brockenbrough & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lowe Brockenbrough & Co’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 		$67.2M Buy
678,593
+194,895
+40% +$19.3M 2.99% 6
2026
Q1 		$48M Buy
483,698
+38,531
+9% +$3.85M 2.39% 7
2025
Q4 		$44.5M Buy
445,167
+66,280
+17% +$6.65M 2.19% 9
2025
Q3 		$38M Sell
378,887
-162,394
-30% -$16.1M 1.95% 11
2025
Q2 		$53.7M Buy
541,281
+365,606
+208% +$35.8M 3.02% 5
2025
Q1 		$17.4M Buy
175,675
+21,117
+14% +$2.06M 1.14% 19
2024
Q4 		$15M Sell
154,558
-4,934
-3% -$486K 0.96% 28
2024
Q3 		$16.2M Buy
159,492
+67,960
+74% +$6.78M 1.03% 23
2024
Q2 		$8.89M Buy
91,532
+9,029
+11% +$872K 0.59% 52
2024
Q1 		$8.08M Sell
82,503
-58,950
-42% -$5.77M 0.55% 58
2023
Q4 		$14M Buy
141,453
+84,087
+147% +$8M 1.09% 25
2023
Q3 		$5.39M Buy
57,366
+16,400
+40% +$1.58M 0.42% 68
2023
Q2 		$4.01M Buy
40,966
+13,369
+48% +$1.32M 0.3% 86
2023
Q1 		$2.75M Buy
27,597
+2,288
+9% +$226K 0.22% 106
2022
Q4 		$2.45M Sell
25,309
-2,485
-9% -$240K 0.21% 107
2022
Q3 		$2.68M Sell
27,794
-598
-2% -$60.5K 0.26% 95
2022
Q2 		$2.89M Sell
28,392
-35,269
-55% -$3.62M 0.25% 96
2022
Q1 		$6.82M Buy
+63,661
New +$7.01M 0.5% 61
2021
Q4 		– Sell
-56,333
Closed -$6.47M – 254
2021
Q3 		$6.47M Buy
+56,333
New +$6.53M 0.5% 66

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

Lowe Brockenbrough & Co's AGG Position: Q2 2026 in Review

Lowe Brockenbrough & Co increased its iShares Core US Aggregate Bond ETF (AGG) stake by 40% in Q2 2026, buying an estimated $19.3M and bringing the position to 678,593 shares worth $67.2M. The position accounts for 2.99% of the portfolio, ranked #6.

Lowe Brockenbrough & Co first reported a position in AGG in Q3 2021 and has held it in 19 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Lowe Brockenbrough & Co held 678,593 shares of iShares Core US Aggregate Bond ETF worth $67.2M as of Q2 2026.
  • Lowe Brockenbrough & Co bought 194,895 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $19.3M.
  • iShares Core US Aggregate Bond ETF made up 2.99% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #6 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.