SEC 13F Intelligence

Stronghold Wealth Management L.L.C. / AGG

Stronghold Wealth Management L.L.C.’s Ishares Tr Position

Does Stronghold Wealth Management L.L.C. own Ishares Tr (AGG)? Yes — 33.7K shares worth $3M (+5.06% of its 13F portfolio) as of Q1 2026, up from 33.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
33.7K
% of Portfolio
+5.06%
Quarters Held
2
currently held

Position History AGG

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.7K$3M+5.06%
Q4 202533.5K$3M+4.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stronghold Wealth Management L.L.C.’s full portfolio or all institutional holders of AGG.