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Lynx Capital Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lynx Capital Group’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 		$5.02M Buy
50,716
+17,175
+51% +$1.7M 2.03% 12
2026
Q1 		$3.33M Buy
33,541
+4,214
+14% +$422K 1.55% 29
2025
Q4 		$2.93M Sell
29,327
-11
-0% -$1.1K 1.34% 35
2025
Q3 		$2.94M Sell
29,338
-98
-0.3% -$9.72K 1.36% 35
2025
Q2 		$2.92M Sell
29,436
-10
-0% -$980 1.41% 32
2025
Q1 		$2.91M Sell
29,446
-47
-0.2% -$4.59K 1.5% 31
2024
Q4 		$2.86M Buy
29,493
+14,404
+95% +$1.42M 1.65% 25
2024
Q3 		$1.53M Buy
15,089
+613
+4% +$61.2K 0.99% 41
2024
Q2 		$1.41M Sell
14,476
-322
-2% -$31.1K 0.97% 41
2024
Q1 		$1.45M Buy
14,798
+591
+4% +$57.8K 0.98% 43
2023
Q4 		$1.41M Buy
+14,207
New +$1.35M 1.03% 44

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lynx Capital Group's AGG Position: Q2 2026 in Review

Lynx Capital Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 51% in Q2 2026, buying an estimated $1.7M and bringing the position to 50,716 shares worth $5.02M. The position accounts for 2.03% of the portfolio, ranked #12.

Lynx Capital Group first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,014 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Lynx Capital Group held 50,716 shares of iShares Core US Aggregate Bond ETF worth $5.02M as of Q2 2026.
  • Lynx Capital Group bought 17,175 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.7M.
  • iShares Core US Aggregate Bond ETF made up 2.03% of Lynx Capital Group's portfolio in Q2 2026, its #12 holding.
  • Lynx Capital Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,014 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Lynx Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.