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White Lighthouse Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

White Lighthouse Investment 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
Q2 		$451K Sell
4,554
-50
-1% -$4.95K 0.06% 112
2026
Q1 		$457K Buy
4,604
+1,390
+43% +$139K 0.06% 108
2025
Q4 		$321K Buy
3,214
+425
+15% +$42.6K 0.04% 122
2025
Q3 		$280K Buy
2,789
+290
+12% +$28.8K 0.04% 120
2025
Q2 		$248K Sell
2,499
-47
-2% -$4.61K 0.04% 126
2025
Q1 		$252K Hold
2,546
– – 0.05% 123
2024
Q4 		$247K Sell
2,546
-664
-21% -$65.4K 0.04% 117
2024
Q3 		$325K Buy
3,210
+783
+32% +$78.1K 0.06% 109
2024
Q2 		$236K Sell
2,427
-2
-0.1% -$193 0.05% 112
2024
Q1 		$238K Sell
2,429
-81
-3% -$7.93K 0.05% 113
2023
Q4 		$249K Sell
2,510
-638
-20% -$60.7K 0.05% 110
2023
Q3 		$296K Buy
+3,148
New +$303K 0.07% 101

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 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

White Lighthouse Investment Management's AGG Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.1% in Q2 2026, selling an estimated $4.95K and leaving 4,554 shares worth $451K. The position accounts for 0.06% of the portfolio, ranked #112.

White Lighthouse Investment Management first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $457K in Q1 2026. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • White Lighthouse Investment Management held 4,554 shares of iShares Core US Aggregate Bond ETF worth $451K as of Q2 2026.
  • White Lighthouse Investment Management sold 50 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.95K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of White Lighthouse Investment Management's portfolio in Q2 2026, its #112 holding.
  • White Lighthouse Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • White Lighthouse Investment Management's iShares Core US Aggregate Bond ETF position peaked at $457K in Q1 2026.
  • 2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.