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

LVW 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
2026
Q2 		$778K Buy
7,862
+1,950
+33% +$193K 0.07% 158
2026
Q1 		$587K Buy
5,912
+1,962
+50% +$196K 0.06% 186
2025
Q4 		$395K Buy
+3,950
New +$396K 0.04% 234
2020
Q3 		– Sell
-1,896
Closed -$224K – 202
2020
Q2 		$224K Sell
1,896
-153
-7% -$17.9K 0.05% 177
2020
Q1 		$236K Sell
2,049
-274,978
-99% -$31.3M 0.06% 143
2019
Q4 		$31.1M Buy
277,027
+43,478
+19% +$4.9M 7.05% 1
2019
Q3 		$26.4M Buy
233,549
+159,483
+215% +$17.9M 6.55% 3
2019
Q2 		$8.25M Sell
74,066
-71,520
-49% -$7.82M 2.28% 11
2019
Q1 		$15.9M Buy
145,586
+36,208
+33% +$3.88M 4.23% 4
2018
Q4 		$11.6M Sell
109,378
-33,715
-24% -$3.54M 3.93% 3
2018
Q3 		$15.1M Sell
143,093
-291
-0.2% -$30.9K 4.24% 3
2018
Q2 		$15.2M Sell
143,384
-58,730
-29% -$6.23M 4.83% 3
2018
Q1 		$21.7M Sell
202,114
-26,589
-12% -$2.85M 6.73% 3
2017
Q4 		$25M Buy
228,703
+175,705
+332% +$19.2M 7.3% 3
2017
Q3 		$5.81M Sell
52,998
-142,544
-73% -$15.6M 2.31% 7
2017
Q2 		$21.4M Buy
195,542
+20,705
+12% +$2.26M 7.52% 4
2017
Q1 		$19M Buy
174,837
+10,677
+7% +$1.16M 6.8% 3
2016
Q4 		$17.7M Buy
164,160
+60
+0% +$6.57K 6.2% 3
2016
Q3 		$18.4M Buy
164,100
+82,877
+102% +$9.32M 6.05% 4
2016
Q2 		$9.15M Sell
81,223
-58,319
-42% -$6.48M 3.43% 5
2016
Q1 		$15.5M Buy
139,542
+61,743
+79% +$6.76M 4.94% 4
2015
Q4 		$8.39M Sell
77,799
-5,272
-6% -$574K 3.29% 5
2015
Q3 		$9.1M Buy
83,071
+3,759
+5% +$410K 4.2% 4
2015
Q2 		$8.63M Sell
79,312
-1,880
-2% -$207K 3.67% 5
2015
Q1 		$9.05M Buy
81,192
+44,749
+123% +$4.97M 4.31% 4
2014
Q4 		$4.01M Buy
+36,443
New +$4.01M 2.21% 6

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LVW Advisors's AGG Position: Q2 2026 in Review

LVW Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 33% in Q2 2026, buying an estimated $193K and bringing the position to 7,862 shares worth $778K. The position accounts for 0.07% of the portfolio, ranked #158.

LVW Advisors first reported a position in AGG in Q4 2014 and has held it in 26 quarters since. The position peaked at $31.1M in Q4 2019. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • LVW Advisors held 7,862 shares of iShares Core US Aggregate Bond ETF worth $778K as of Q2 2026.
  • LVW Advisors bought 1,950 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $193K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #158 holding.
  • LVW Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 26 quarters since.
  • LVW Advisors's iShares Core US Aggregate Bond ETF position peaked at $31.1M in Q4 2019.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.