Lionsbridge Wealth Management LLC / AGG
Lionsbridge Wealth Management LLC’s Ishares Tr Position
Does Lionsbridge Wealth Management LLC own Ishares Tr (AGG)? Yes — 24.8K shares worth $2M (+2.47% of its 13F portfolio) as of Q1 2026, down from 25.8K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
24.8K
% of Portfolio
+2.47%
Quarters Held
17
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 24.8K | $2M | +2.47% |
| Q4 2025 | 25.8K | $3M | +2.60% |
| Q3 2025 | 25.9K | $3M | +2.56% |
| Q2 2025 | 66.9K | $7M | +6.61% |
| Q1 2025 | 64.7K | $6M | +5.69% |
| Q4 2024 | 74.5K | $7M | +6.06% |
| Q3 2024 | 77.1K | $8M | +6.16% |
| Q2 2024 | 78.4K | $8M | +6.09% |
| Q1 2024 | 79.0K | $8M | +5.98% |
| Q4 2023 | 77.1K | $8M | +6.12% |
| Q3 2023 | 41.2K | $4M | +3.67% |
| Q2 2023 | 119.1K | $12M | +10.42% |
| Q1 2023 | 98.4K | $10M | +9.05% |
| Q4 2022 | 32.5K | $3M | +3.07% |
| Q2 2020 | 7.0K | $830,000 | +0.93% |
| Q1 2020 | 6.9K | $801,000 | +0.96% |
| Q4 2019 | 7.1K | $807,000 | +0.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of AGG.