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LPWM LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LPWM LLC’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 		$5.96M Buy
60,164
+551
+0.9% +$54.5K 1.32% 13
2026
Q1 		$5.92M Buy
59,613
+20,688
+53% +$2.07M 1.49% 11
2025
Q4 		$3.89M Buy
38,925
+4,735
+14% +$475K 0.98% 21
2025
Q3 		$3.43M Buy
34,190
+1,592
+5% +$158K 0.91% 22
2025
Q2 		$3.23M Sell
32,598
-677
-2% -$66.3K 0.94% 22
2025
Q1 		$3.29M Sell
33,275
-70,035
-68% -$6.85M 1.06% 22
2024
Q4 		$10M Sell
103,310
-72,237
-41% -$7.11M 3.22% 7
2024
Q3 		$17.7M Buy
175,547
+11,496
+7% +$1.15M 5.78% 4
2024
Q2 		$16M Sell
164,051
-906
-0.5% -$87.5K 5.53% 4
2024
Q1 		$15.8M Sell
164,957
-5,130
-3% -$502K 5.8% 4
2023
Q4 		$16.7M Buy
170,087
+1,068
+0.6% +$102K 6.6% 4
2023
Q3 		$15.7M Sell
169,019
-8,519
-5% -$820K 7.08% 4
2023
Q2 		$17.3M Buy
177,538
+43,741
+33% +$4.32M 7.64% 4
2023
Q1 		$13.3M Buy
133,797
+25,925
+24% +$2.56M 6.41% 4
2022
Q4 		$10.7M Buy
107,872
+13,986
+15% +$1.35M 5.74% 4
2022
Q3 		$9.04M Sell
93,886
-6,529
-7% -$660K 5.39% 4
2022
Q2 		$10.2M Sell
100,415
-10,077
-9% -$1.04M 5.67% 4
2022
Q1 		$11.6M Buy
110,492
+99,262
+884% +$10.9M 5.79% 5
2021
Q4 		$1.28M Buy
11,230
+4,906
+78% +$561K 0.68% 22
2021
Q3 		$727K Buy
6,324
+125
+2% +$14.5K 0.43% 29
2021
Q2 		$717K Buy
6,199
+68
+1% +$7.79K 0.43% 29
2021
Q1 		$699K Sell
6,131
-232
-4% -$26.9K 0.47% 27
2020
Q4 		$752K Sell
6,363
-11,521
-64% -$1.36M 0.56% 26
2020
Q3 		$2.11M Buy
17,884
+4,222
+31% +$501K 1.71% 9
2020
Q2 		$1.61M Buy
13,662
+1,192
+10% +$140K 1.47% 12
2020
Q1 		$1.44M Sell
12,470
-1,133
-8% -$129K 1.57% 12
2019
Q4 		$1.53M Buy
+13,603
New +$1.53M 1.41% 12

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

LPWM LLC's AGG Position: Q2 2026 in Review

LPWM LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.92% in Q2 2026, buying an estimated $54.5K and bringing the position to 60,164 shares worth $5.96M. The position accounts for 1.32% of the portfolio, ranked #13.

LPWM LLC first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.7M in Q3 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • LPWM LLC held 60,164 shares of iShares Core US Aggregate Bond ETF worth $5.96M as of Q2 2026.
  • LPWM LLC bought 551 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $54.5K.
  • iShares Core US Aggregate Bond ETF made up 1.32% of LPWM LLC's portfolio in Q2 2026, its #13 holding.
  • LPWM LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • LPWM LLC's iShares Core US Aggregate Bond ETF position peaked at $17.7M in Q3 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.