LI
AGG icon

LRI Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LRI Investments’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 		$19.3K Buy
195
+19
+11% +$1.88K ﹤0.01% 774
2026
Q1 		$17.5K Hold
176
– – ﹤0.01% 728
2025
Q4 		$17.6K Hold
176
– – ﹤0.01% 741
2025
Q3 		$17.6K Hold
176
– – ﹤0.01% 749
2025
Q2 		$17.5K Sell
176
-170
-49% -$16.7K ﹤0.01% 736
2025
Q1 		$34.2K Hold
346
– – ﹤0.01% 594
2024
Q4 		$33.5K Hold
346
– – ﹤0.01% 587
2024
Q3 		$33.8K Hold
346
– – ﹤0.01% 571
2024
Q2 		$33.6K Buy
346
+2
+0.6% +$193 ﹤0.01% 530
2024
Q1 		$33.7K Buy
+344
New +$33.7K 0.01% 312

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

LRI Investments's AGG Position: Q2 2026 in Review

LRI Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, buying an estimated $1.88K and bringing the position to 195 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

LRI Investments first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.2K in Q1 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • LRI Investments held 195 shares of iShares Core US Aggregate Bond ETF worth $19.3K as of Q2 2026.
  • LRI Investments bought 19 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.88K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #774 holding.
  • LRI Investments first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's iShares Core US Aggregate Bond ETF position peaked at $34.2K in Q1 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.