LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51B | Buy |
15,294,726
+1,416,040
| +10% | +$140M | 0.34% | 53 |
|
|
2026
Q1 | $1.38B | Sell |
13,878,686
-206,675
| -1% | -$20.7M | 0.37% | 53 |
|
|
2025
Q4 | $1.41B | Buy |
14,085,361
+2,304,418
| +20% | +$231M | 0.38% | 50 |
|
|
2025
Q3 | $1.18B | Buy |
11,780,943
+1,342,693
| +13% | +$133M | 0.34% | 56 |
|
|
2025
Q2 | $1.04B | Buy |
10,438,250
+489,642
| +5% | +$48M | 0.35% | 58 |
|
|
2025
Q1 | $984M | Buy |
9,948,608
+677,193
| +7% | +$66.2M | 0.38% | 53 |
|
|
2024
Q4 | $898M | Buy |
9,271,415
+1,328,631
| +17% | +$131M | 0.37% | 59 |
|
|
2024
Q3 | $804M | Buy |
7,942,784
+981,304
| +14% | +$97.9M | 0.36% | 55 |
|
|
2024
Q2 | $676M | Buy |
6,961,480
+359,345
| +5% | +$34.7M | 0.34% | 61 |
|
|
2024
Q1 | $647M | Sell |
6,602,135
-470,714
| -7% | -$46.1M | 0.35% | 59 |
|
|
2023
Q4 | $702M | Buy |
7,072,849
+312,479
| +5% | +$29.7M | 0.43% | 41 |
|
|
2023
Q3 | $636M | Buy |
6,760,370
+1,067,849
| +19% | +$103M | 0.45% | 41 |
|
|
2023
Q2 | $558M | Sell |
5,692,521
-160,812
| -3% | -$15.9M | 0.4% | 46 |
|
|
2023
Q1 | $583M | Sell |
5,853,333
-861,824
| -13% | -$85.2M | 0.45% | 41 |
|
|
2022
Q4 | $651M | Sell |
6,715,157
-358,321
| -5% | -$34.7M | 0.56% | 32 |
|
|
2022
Q3 | $681M | Buy |
7,073,478
+2,329,803
| +49% | +$236M | 0.66% | 27 |
|
|
2022
Q2 | $482M | Buy |
4,743,675
+210,357
| +5% | +$21.6M | 0.46% | 41 |
|
|
2022
Q1 | $486M | Buy |
4,533,318
+30,236
| +0.7% | +$3.33M | 0.42% | 46 |
|
|
2021
Q4 | $514M | Sell |
4,503,082
-560,852
| -11% | -$64.2M | 0.43% | 44 |
|
|
2021
Q3 | $581M | Sell |
5,063,934
-194,811
| -4% | -$22.6M | 0.55% | 28 |
|
|
2021
Q2 | $606M | Sell |
5,258,745
-586,908
| -10% | -$67.2M | 0.61% | 27 |
|
|
2021
Q1 | $665M | Sell |
5,845,653
-299,710
| -5% | -$34.7M | 0.76% | 20 |
|
|
2020
Q4 | $726M | Buy |
6,145,363
+260,815
| +4% | +$30.7M | 0.94% | 17 |
|
|
2020
Q3 | $695M | Sell |
5,884,548
-170,951
| -3% | -$20.3M | 1.09% | 15 |
|
|
2020
Q2 | $716M | Sell |
6,055,499
-1,015,578
| -14% | -$119M | 1.25% | 13 |
|
|
2020
Q1 | $816M | Sell |
7,071,077
-577,212
| -8% | -$65.8M | 1.76% | 8 |
|
|
2019
Q4 | $859M | Buy |
7,648,289
+5,027
| +0.1% | +$566K | 1.56% | 12 |
|
|
2019
Q3 | $865M | Buy |
7,643,262
+773,985
| +11% | +$87M | 1.76% | 10 |
|
|
2019
Q2 | $765M | Buy |
6,869,277
+321,453
| +5% | +$35.1M | 1.63% | 10 |
|
|
2019
Q1 | $714M | Buy |
6,547,824
+977,253
| +18% | +$105M | 1.62% | 10 |
|
|
2018
Q4 | $593M | Buy |
5,570,571
+1,208,657
| +28% | +$127M | 1.58% | 10 |
|
|
2018
Q3 | $460M | Buy |
4,361,914
+218,818
| +5% | +$23.2M | 1.1% | 16 |
|
|
2018
Q2 | $440M | Buy |
4,143,096
+33,491
| +0.8% | +$3.55M | 1.16% | 14 |
|
|
2018
Q1 | $441M | Sell |
4,109,605
-606,254
| -13% | -$65.1M | 1.21% | 11 |
|
|
2017
Q4 | $516M | Buy |
4,715,859
+204,254
| +5% | +$22.3M | 1.57% | 8 |
|
|
2017
Q3 | $494M | Buy |
4,511,605
+734,642
| +19% | +$80.6M | 1.75% | 7 |
|
|
2017
Q2 | $414M | Buy |
3,776,963
+3,756,470
| +18,331% | +$411M | 1.57% | 7 |
|
|
2017
Q1 | $2.23M | Sell |
20,493
-6,719
| -25% | -$727K | 0.02% | 773 |
|
|
2016
Q4 | $2.94M | Buy |
27,212
+3,053
| +13% | +$334K | 0.02% | 605 |
|
|
2016
Q3 | $2.7M | Sell |
24,159
-21,724
| -47% | -$2.44M | 0.03% | 618 |
|
|
2016
Q2 | $5.18M | Sell |
45,883
-7,464,669
| -99% | -$829M | 0.04% | 364 |
|
|
2016
Q1 | $832M | Buy |
7,510,552
+294,879
| +4% | +$32.3M | 2.32% | 5 |
|
|
2015
Q4 | $779M | Buy |
7,215,673
+5,318,414
| +280% | +$579M | 2.16% | 4 |
|
|
2015
Q3 | $208M | Buy |
1,897,259
+182,753
| +11% | +$19.9M | 1.14% | 10 |
|
|
2015
Q2 | $187M | Sell |
1,714,506
-136,390
| -7% | -$15M | 0.95% | 14 |
|
|
2015
Q1 | $207M | Buy |
1,850,896
+255,484
| +16% | +$28.4M | 1.05% | 12 |
|
|
2014
Q4 | $176M | Buy |
1,595,412
+324,400
| +26% | +$35.7M | 0.96% | 13 |
|
|
2014
Q3 | $139M | Sell |
1,271,012
-480,872
| -27% | -$52.5M | 0.83% | 16 |
|
|
2014
Q2 | $192M | Buy |
1,751,884
+130,647
| +8% | +$14.2M | 1.12% | 8 |
|
|
2014
Q1 | $175M | Buy |
1,621,237
+438,685
| +37% | +$47.2M | 1.08% | 11 |
|
|
2013
Q4 | $126M | Buy |
1,182,552
+17,297
| +1% | +$1.85M | 0.79% | 19 |
|
|
2013
Q3 | $125M | Sell |
1,165,255
-80,380
| -6% | -$8.56M | 0.83% | 19 |
|
|
2013
Q2 | $134M | Buy |
+1,245,635
| New | +$137M | 0.96% | 14 |
|
Other funds holding AGG
LPL Financial's AGG Position: Q2 2026 in Review
LPL Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q2 2026, buying an estimated $140M and bringing the position to 15,294,726 shares worth $1.51B. The position accounts for 0.34% of the portfolio, ranked #53.
LPL Financial first reported a position in AGG in Q2 2013 and has held it in 53 quarters since. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- LPL Financial held 15,294,726 shares of iShares Core US Aggregate Bond ETF worth $1.51B as of Q2 2026.
- LPL Financial bought 1,416,040 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $140M.
- iShares Core US Aggregate Bond ETF made up 0.34% of LPL Financial's portfolio in Q2 2026, its #53 holding.
- LPL Financial first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 53 quarters since.
- 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.