Bank Hapoalim BM’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bank Hapoalim BM’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	–	Hold	0	–	–	–	88
2025 Q4	–	Hold	0	–	–	–	84
2025 Q3	–	Hold	0	–	–	–	91
2025 Q2	–	Hold	0	–	–	–	90
2025 Q1	–	Hold	0	–	–	–	72
2024 Q4	–	Hold	0	–	–	–	78
2024 Q3	–	Hold	0	–	–	–	81
2024 Q2	–	Hold	0	–	–	–	89
2024 Q1	–	Hold	0	–	–	–	93
2023 Q4	–	Hold	0	–	–	–	97
2019 Q1	–	Sell	-530	Closed	-$56K	–	163
2018 Q4	$56K	Hold	530	–	–	0.02%	155
2018 Q3	$56K	Hold	530	–	–	0.01%	184
2018 Q2	$56K	Hold	530	–	–	0.02%	186
2018 Q1	$57K	Buy	530 +160	+43%	+$17.2K	0.01%	185
2017 Q4	$40	Sell	370 -1,740	-82%	-$190K	0.01%	194
2017 Q3	$231K	Hold	2,110	–	–	0.05%	193
2017 Q2	$231K	Hold	2,110	–	–	0.06%	187
2017 Q1	$229K	Hold	2,110	–	–	0.05%	180
2016 Q4	$228K	Sell	2,110 -1,280	-38%	-$140K	0.06%	158
2016 Q3	$381K	Buy	3,390 +2,710	+399%	+$305K	0.09%	145
2016 Q2	$77K	Buy	+680	New	+$75.5K	0.02%	178
2015 Q2	–	Hold	0	–	–	–	166
2015 Q1	–	Hold	0	–	–	–	146
2014 Q3	–	Hold	0	–	–	–	153
2014 Q2	–	Hold	0	–	–	–	136
2014 Q1	–	Sell	-10,050	Closed	-$1.08M	–	117
2013 Q4	$1.39M	Buy	+10,050	New	+$1.08M	0.43%	47

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank Hapoalim BM's AGG Position: Q1 2026 in Review

Bank Hapoalim BM held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 0 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #88.

Bank Hapoalim BM first reported a position in AGG in Q4 2013 and has held it in 12 quarters since. The position peaked at $1.39M in Q4 2013. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Bank Hapoalim BM held 0 shares of iShares Core US Aggregate Bond ETF worth $398K as of Q1 2026.
Bank Hapoalim BM left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.06% of Bank Hapoalim BM's portfolio in Q1 2026, its #88 holding.
Bank Hapoalim BM first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 12 quarters since.
Bank Hapoalim BM's iShares Core US Aggregate Bond ETF position peaked at $1.39M in Q4 2013.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Bank Hapoalim BM's 13F filing for Q1 2026, filed 4 May 2026.