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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
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 $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

White Lighthouse Investment Management's AGG Position: Q1 2026 in Review

White Lighthouse Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 43% in Q1 2026, buying an estimated $139K and bringing the position to 4,604 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #108.

White Lighthouse Investment Management first reported a position in AGG in Q3 2023 and has held it in 11 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • White Lighthouse Investment Management held 4,604 shares of iShares Core US Aggregate Bond ETF worth $457K as of Q1 2026.
  • White Lighthouse Investment Management bought 1,390 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $139K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of White Lighthouse Investment Management's portfolio in Q1 2026, its #108 holding.
  • White Lighthouse Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.