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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lyell Wealth Management's AGG Position: Q1 2026 in Review

Lyell Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 2,195 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #204.

Lyell Wealth Management first reported a position in AGG in Q3 2020 and has held it in 23 quarters since. The position peaked at $902K in Q2 2022. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Lyell Wealth Management held 2,195 shares of iShares Core US Aggregate Bond ETF worth $218K as of Q1 2026.
  • Lyell Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Lyell Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Lyell Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $902K in Q2 2022.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.