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LVZ Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LVZ Inc’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 		$35.6M Buy
359,346
+9,614
+3% +$951K 3.61% 8
2026
Q1 		$34.7M Buy
349,732
+11,739
+3% +$1.17M 3.96% 8
2025
Q4 		$33.8M Buy
337,993
+1,771
+0.5% +$178K 3.77% 9
2025
Q3 		$33.7M Buy
336,222
+3,653
+1% +$362K 3.83% 9
2025
Q2 		$33M Buy
332,569
+2,397
+0.7% +$235K 3.96% 10
2025
Q1 		$32.7M Buy
330,172
+18,347
+6% +$1.79M 4.29% 10
2024
Q4 		$30.2M Buy
311,825
+16,416
+6% +$1.62M 3.88% 10
2024
Q3 		$29.9M Sell
295,409
-9,868
-3% -$985K 3.83% 10
2024
Q2 		$29.6M Buy
305,277
+10,724
+4% +$1.04M 4.04% 10
2024
Q1 		$28.8M Buy
294,553
+15,523
+6% +$1.52M 3.92% 10
2023
Q4 		$27.7M Sell
279,030
-4,637
-2% -$441K 3.91% 9
2023
Q3 		$26.7M Sell
283,667
-13,882
-5% -$1.34M 4.3% 9
2023
Q2 		$29.1M Sell
297,549
-1,218
-0.4% -$120K 4.06% 9
2023
Q1 		$29.8M Buy
298,767
+12,598
+4% +$1.25M 4.34% 9
2022
Q4 		$27.8M Sell
286,169
-5,862
-2% -$567K 4.33% 9
2022
Q3 		$28.1M Sell
292,031
-5,847
-2% -$591K 4.89% 8
2022
Q2 		$30.3M Sell
297,878
-6,059
-2% -$623K 5.08% 9
2022
Q1 		$32.6M Buy
303,937
+7,048
+2% +$776K 4.53% 8
2021
Q4 		$33.9M Buy
296,889
+8,037
+3% +$919K 4.53% 8
2021
Q3 		$33.2M Buy
288,852
+8,019
+3% +$929K 4.75% 8
2021
Q2 		$32.4M Sell
280,833
-196,498
-41% -$22.5M 4.77% 8
2021
Q1 		$54.3M Buy
477,331
+49,529
+12% +$5.74M 8.4% 5
2020
Q4 		$50.6M Buy
427,802
+31,077
+8% +$3.66M 8.46% 5
2020
Q3 		$46.8M Buy
396,725
+15,771
+4% +$1.87M 9.65% 3
2020
Q2 		$45M Sell
380,954
-49
-0% -$5.74K 10.09% 3
2020
Q1 		$44M Buy
381,003
+7,638
+2% +$870K 10.74% 2
2019
Q4 		$42M Buy
373,365
+12,706
+4% +$1.43M 8.23% 5
2019
Q3 		$40.8M Buy
360,659
+346,546
+2,456% +$39M 8.83% 3
2019
Q2 		$1.57M Sell
14,113
-471
-3% -$51.5K 0.36% 20
2019
Q1 		$1.59M Buy
14,584
+1,669
+13% +$179K 0.37% 18
2018
Q4 		$1.38M Buy
12,915
+967
+8% +$101K 0.39% 24
2018
Q3 		$1.25M Sell
11,948
-494
-4% -$52.4K 0.31% 28
2018
Q2 		$1.32M Sell
12,442
-697
-5% -$73.9K 0.34% 23
2018
Q1 		$1.41M Buy
13,139
+435
+3% +$46.7K 0.38% 21
2017
Q4 		$1.39M Buy
12,704
+527
+4% +$57.6K 0.41% 20
2017
Q3 		$1.33M Buy
+12,177
New +$1.34M 0.43% 20
2016
Q2 		– Sell
-11,786
Closed -$1.31M – 32
2016
Q1 		$1.31M Buy
+11,786
New +$1.29M 0.61% 22
2015
Q4 		– Sell
-12,319
Closed -$1.35M – 26
2015
Q3 		$1.35M Sell
12,319
-1,183
-9% -$129K 0.87% 15
2015
Q2 		$1.47M Sell
13,502
-778
-5% -$85.6K 0.81% 16
2015
Q1 		$1.59M Buy
14,280
+1,224
+9% +$136K 0.93% 15
2014
Q4 		$1.44M Buy
+13,056
New +$1.44M 1.06% 16

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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LVZ Inc's AGG Position: Q2 2026 in Review

LVZ Inc increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q2 2026, buying an estimated $951K and bringing the position to 359,346 shares worth $35.6M. The position accounts for 3.61% of the portfolio, ranked #8.

LVZ Inc first reported a position in AGG in Q4 2014 and has held it in 41 quarters since. The position peaked at $54.3M in Q1 2021. 870 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • LVZ Inc held 359,346 shares of iShares Core US Aggregate Bond ETF worth $35.6M as of Q2 2026.
  • LVZ Inc bought 9,614 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $951K.
  • iShares Core US Aggregate Bond ETF made up 3.61% of LVZ Inc's portfolio in Q2 2026, its #8 holding.
  • LVZ Inc first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 41 quarters since.
  • LVZ Inc's iShares Core US Aggregate Bond ETF position peaked at $54.3M in Q1 2021.
  • 870 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.