Lowe Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.6K | Buy |
196
+37
| +23% | +$3.67K | 0.01% | 211 |
|
|
2025
Q2 | $15.7K | Hold |
159
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $15.7K | Sell |
159
-942
| -86% | -$92.1K | 0.01% | 217 |
|
|
2024
Q4 | $107K | Buy |
1,101
+959
| +675% | +$94.5K | 0.05% | 83 |
|
|
2024
Q3 | $14.4K | Hold |
142
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $13.8K | Hold |
142
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $13.9K | Hold |
142
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $14.1K | Hold |
142
| – | – | 0.01% | 188 |
|
|
2023
Q3 | $13.4K | Sell |
142
-30
| -17% | -$2.89K | 0.01% | 181 |
|
|
2023
Q2 | $16.8K | Hold |
172
| – | – | 0.01% | 172 |
|
|
2023
Q1 | $17.1K | Hold |
172
| – | – | 0.01% | 164 |
|
|
2022
Q4 | $16.7K | Hold |
172
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $17K | Hold |
172
| – | – | 0.01% | 155 |
|
|
2022
Q2 | $17K | Hold |
172
| – | – | 0.01% | 143 |
|
|
2022
Q1 | $18K | Hold |
172
| – | – | 0.01% | 154 |
|
|
2021
Q4 | $20K | Hold |
172
| – | – | 0.01% | 148 |
|
|
2021
Q3 | $20K | Sell |
172
-135
| -44% | -$15.6K | 0.01% | 141 |
|
|
2021
Q2 | $35K | Hold |
307
| – | – | 0.02% | 110 |
|
|
2021
Q1 | $35K | Sell |
307
-850
| -73% | -$98.4K | 0.02% | 105 |
|
|
2020
Q4 | $137K | Hold |
1,157
| – | – | 0.07% | 44 |
|
|
2020
Q3 | $137K | Buy |
1,157
+115
| +11% | +$13.6K | 0.08% | 40 |
|
|
2020
Q2 | $123K | Buy |
1,042
+887
| +572% | +$104K | 0.07% | 41 |
|
|
2020
Q1 | $18K | Sell |
155
-1,120
| -88% | -$128K | 0.01% | 110 |
|
|
2019
Q4 | $143K | Sell |
1,275
-139
| -10% | -$15.7K | 0.08% | 35 |
|
|
2019
Q3 | $160K | Hold |
1,414
| – | – | 0.1% | 34 |
|
|
2019
Q2 | $157K | Hold |
1,414
| – | – | 0.09% | 35 |
|
|
2019
Q1 | $154K | Sell |
1,414
-20
| -1% | -$2.15K | 0.09% | 32 |
|
|
2018
Q4 | $153K | Sell |
1,434
-75
| -5% | -$7.87K | 0.1% | 32 |
|
|
2018
Q3 | $159K | Sell |
1,509
-393
| -21% | -$41.7K | 0.09% | 37 |
|
|
2018
Q2 | $202K | Sell |
1,902
-420
| -18% | -$44.5K | 0.13% | 33 |
|
|
2018
Q1 | $249K | Sell |
2,322
-15
| -0.6% | -$1.61K | 0.16% | 32 |
|
|
2017
Q4 | $256K | Buy |
2,337
+1,068
| +84% | +$117K | 0.16% | 33 |
|
|
2017
Q3 | $139K | Buy |
1,269
+125
| +11% | +$13.7K | 0.09% | 40 |
|
|
2017
Q2 | $125K | Sell |
1,144
-5
| -0.4% | -$547 | 0.08% | 40 |
|
|
2017
Q1 | $125K | Sell |
1,149
-34
| -3% | -$3.68K | 0.08% | 38 |
|
|
2016
Q4 | $128K | Buy |
1,183
+332
| +39% | +$36.4K | 0.09% | 38 |
|
|
2016
Q3 | $96K | Sell |
851
-5,568
| -87% | -$626K | 0.07% | 43 |
|
|
2016
Q2 | $723K | Buy |
6,419
+122
| +2% | +$13.5K | 0.49% | 24 |
|
|
2016
Q1 | $698K | Buy |
6,297
+594
| +10% | +$65K | 0.48% | 24 |
|
|
2015
Q4 | $616K | Buy |
+5,703
| New | +$621K | 0.42% | 26 |
|
Other funds holding AGG
Lowe Wealth Advisors's AGG Position: Q3 2025 in Review
Lowe Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 23% in Q3 2025, buying an estimated $3.67K and bringing the position to 196 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #211.
Lowe Wealth Advisors first reported a position in AGG in Q4 2015 and has held it in 40 quarters since. The position peaked at $723K in Q2 2016. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.
- Lowe Wealth Advisors held 196 shares of iShares Core US Aggregate Bond ETF worth $19.6K as of Q3 2025.
- Lowe Wealth Advisors bought 37 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $3.67K.
- iShares Core US Aggregate Bond ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #211 holding.
- Lowe Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 40 quarters since.
- Lowe Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $723K in Q2 2016.
- 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.