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LPF Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LPF Advisors’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 		$247K Hold
2,492
– – 0.2% 27
2024
Q4 		$241K Sell
2,492
-139
-5% -$13.7K 0.2% 27
2024
Q3 		$266K Sell
2,631
-26
-1% -$2.59K 0.23% 27
2024
Q2 		$258K Buy
+2,657
New +$256K 0.24% 27

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

LPF Advisors's AGG Position: Q1 2025 in Review

LPF Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2025 at 2,492 shares worth $247K. The position accounts for 0.2% of the portfolio, ranked #27.

LPF Advisors first reported a position in AGG in Q2 2024 and has held it in 4 quarters since. The position peaked at $266K in Q3 2024. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • LPF Advisors held 2,492 shares of iShares Core US Aggregate Bond ETF worth $247K as of Q1 2025.
  • LPF Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2025.
  • iShares Core US Aggregate Bond ETF made up 0.2% of LPF Advisors's portfolio in Q1 2025, its #27 holding.
  • LPF Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • LPF Advisors's iShares Core US Aggregate Bond ETF position peaked at $266K in Q3 2024.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.