Lugano Financial Advisors SA (LFA)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$19.7K	Buy	+199	New	+$19.7K	0.01%	208
2023 Q4	–	Sell	-620	Closed	-$58.3K	–	172
2023 Q3	$58.3K	Hold	620	–	–	0.05%	111
2023 Q2	$60.7K	Hold	620	–	–	0.04%	126
2023 Q1	$61.8K	Hold	620	–	–	0.05%	82
2022 Q4	$60.1K	Hold	620	–	–	0.04%	85
2022 Q3	$60K	Hold	620	–	–	0.05%	78
2022 Q2	$63K	Sell	620 -620	-50%	-$63.7K	0.04%	83
2022 Q1	$132K	Buy	+1,240	New	+$136K	0.09%	70
2021 Q4	–	Sell	-663	Closed	-$76K	–	118
2021 Q3	$76K	Hold	663	–	–	0.05%	71
2021 Q2	$76K	Hold	663	–	–	0.05%	71
2021 Q1	$75K	Hold	663	–	–	0.05%	71
2020 Q4	$78K	Hold	663	–	–	0.06%	80
2020 Q3	$78K	Hold	663	–	–	0.07%	85
2020 Q2	$78K	Buy	+663	New	+$77.6K	0.08%	84

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s AGG Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 199 shares worth $19.7K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Lugano Financial Advisors SA (LFA) previously reported a position in AGG as recently as Q3 2023.

Lugano Financial Advisors SA (LFA) first reported a position in AGG in Q2 2020 and has held it in 14 quarters since. The position peaked at $132K in Q1 2022. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 199 shares of iShares Core US Aggregate Bond ETF worth $19.7K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #208 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 14 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Core US Aggregate Bond ETF position peaked at $132K in Q1 2022.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.