Lyell Wealth Management
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Lyell Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lyell Wealth Management’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
Q3 		$257K Hold
2,720
– – 0.02% 210
2026
Q2 		$269K Buy
2,720
+525
+24% +$51.9K 0.02% 203
2026
Q1 		$218K Hold
2,195
– – 0.02% 204
2025
Q4 		$219K Sell
2,195
-440
-17% -$44.2K 0.02% 202
2025
Q3 		$264K Sell
2,635
-200
-7% -$19.8K 0.02% 192
2025
Q2 		$281K Hold
2,835
– – 0.02% 187
2025
Q1 		$280K Hold
2,835
– – 0.03% 174
2024
Q4 		$275K Sell
2,835
-180
-6% -$17.7K 0.02% 177
2024
Q3 		$305K Sell
3,015
-205
-6% -$20.5K 0.03% 177
2024
Q2 		$313K Hold
3,220
– – 0.03% 166
2024
Q1 		$315K Buy
3,220
+200
+7% +$19.6K 0.03% 168
2023
Q4 		$300K Sell
3,020
-200
-6% -$19K 0.03% 164
2023
Q3 		$303K Hold
3,220
– – 0.04% 149
2023
Q2 		$315K Buy
3,220
+200
+7% +$19.8K 0.04% 157
2023
Q1 		$301K Sell
3,020
-1,210
-29% -$120K 0.04% 166
2022
Q4 		$410K Sell
4,230
-4,625
-52% -$447K 0.06% 145
2022
Q3 		$853K Sell
8,855
-18
-0.2% -$1.82K 0.15% 107
2022
Q2 		$902K Buy
8,873
+1,532
+21% +$157K 0.15% 105
2022
Q1 		$786K Buy
7,341
+2,226
+44% +$245K 0.1% 118
2021
Q4 		$584K Buy
5,115
+560
+12% +$64.1K 0.07% 127
2021
Q3 		$523K Hold
4,555
– – 0.06% 130
2021
Q2 		$525K Sell
4,555
-10
-0.2% -$1.15K 0.07% 131
2021
Q1 		$520K Buy
4,565
+1,903
+71% +$220K 0.08% 128
2020
Q4 		$315K Buy
2,662
+709
+36% +$83.5K 0.05% 135
2020
Q3 		$231K Buy
+1,953
New +$232K 0.04% 122

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Lyell Wealth Management's AGG Position: Q3 2026 in Review

Lyell Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 2,720 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #210.

Lyell Wealth Management first reported a position in AGG in Q3 2020 and has held it in 25 quarters since. The position peaked at $902K in Q2 2022. 1,382 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Lyell Wealth Management held 2,720 shares of iShares Core US Aggregate Bond ETF worth $257K as of Q3 2026.
  • Lyell Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #210 holding.
  • Lyell Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Lyell Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $902K in Q2 2022.
  • 1,382 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.