First Heartland Consultants’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Heartland Consultants’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	$328K	Buy	3,312 +222	+7%	+$22K	0.02%	439
2026 Q1	$307K	Sell	3,090 -58	-2%	-$5.8K	0.02%	402
2025 Q4	$314K	Sell	3,148 -16	-0.5%	-$1.6K	0.02%	409
2025 Q3	$317K	Buy	3,164 +1,130	+56%	+$112K	0.03%	391
2025 Q2	$202K	Buy	+2,034	New	+$199K	0.02%	488
2024 Q3	–	Sell	-3,188	Closed	-$310	–	455
2024 Q2	$310	Sell	3,188 -85	-3%	-$8.21K	0.02%	338
2024 Q1	$321K	Sell	3,273 -369	-10%	-$36.1K	0.03%	322
2023 Q4	$362K	Sell	3,642 -428	-11%	-$40.7K	0.04%	261
2023 Q3	$383K	Buy	4,070 +326	+9%	+$31.4K	0.05%	248
2023 Q2	$367K	Buy	3,744 +500	+15%	+$49.4K	0.05%	253
2023 Q1	$323K	Sell	3,244 -244	-7%	-$24.1K	0.05%	269
2022 Q4	$338K	Sell	3,488 -1,144	-25%	-$111K	0.05%	262
2022 Q3	$446	Sell	4,632 -98	-2%	-$9.91K	0.04%	199
2022 Q2	$480K	Sell	4,730 -225	-5%	-$23.1K	0.08%	194
2022 Q1	$530K	Sell	4,955 -1,688	-25%	-$186K	0.08%	178
2021 Q4	$757	Sell	6,643 -584	-8%	-$66.8K	0.03%	143
2021 Q3	$830K	Sell	7,227 -1,396	-16%	-$162K	0.13%	147
2021 Q2	$995K	Buy	8,623 +1,283	+17%	+$147K	0.15%	135
2021 Q1	$835K	Sell	7,340 -8,230	-53%	-$953K	0.13%	140
2020 Q4	$1.84M	Sell	15,570 -2,167	-12%	-$255K	0.31%	72
2020 Q3	$2.09M	Sell	17,737 -1,317	-7%	-$156K	0.4%	59
2020 Q2	$2.25M	Sell	19,054 -1,126	-6%	-$132K	0.44%	58
2020 Q1	$2.33M	Sell	20,180 -4,154	-17%	-$473K	0.6%	46
2019 Q4	$2.73M	Buy	24,334 +3,198	+15%	+$360K	0.54%	52
2019 Q3	$2.39M	Buy	21,136 +1,098	+5%	+$123K	0.51%	50
2019 Q2	$2.23M	Sell	20,038 -70,346	-78%	-$7.69M	0.54%	48
2019 Q1	$9.86M	Buy	90,384 +81,925	+968%	+$8.78M	2.76%	3
2018 Q4	$901K	Sell	8,459 -16,115	-66%	-$1.69M	0.34%	82
2018 Q3	$2.59M	Buy	24,574 +949	+4%	+$101K	0.81%	40
2018 Q2	$2.51M	Buy	23,625 +1,197	+5%	+$127K	0.89%	32
2018 Q1	$2.4M	Buy	22,428 +3,441	+18%	+$369K	0.72%	42
2017 Q4	$2.08M	Buy	18,987 +791	+4%	+$86.5K	0.62%	46
2017 Q3	$1.99M	Buy	18,196 +488	+3%	+$53.6K	0.48%	51
2017 Q2	$1.94M	Sell	17,708 -206	-1%	-$22.5K	0.5%	48
2017 Q1	$1.94M	Sell	17,914 -1,757	-9%	-$190K	0.54%	44
2016 Q4	$2.13M	Sell	19,671 -87,957	-82%	-$9.64M	0.65%	34
2016 Q3	$12.1M	Sell	107,628 -71,281	-40%	-$8.01M	3.51%	1
2016 Q2	$20.1K	Buy	178,909 +3,495	+2%	+$388K	2.21%	2
2016 Q1	$19.4M	Buy	175,414 +148,940	+563%	+$16.3M	7.39%	1
2015 Q4	$2.86M	Buy	26,474 +19,476	+278%	+$2.12M	1.09%	14
2015 Q3	$767K	Buy	6,998 +1,447	+26%	+$158K	0.32%	85
2015 Q2	$604	Sell	5,551 -7,944	-59%	-$874K	0.16%	118
2015 Q1	$1.5M	Sell	13,495 -148	-1%	-$16.4K	0.57%	43
2014 Q4	$1.5M	Buy	13,643 +9,804	+255%	+$1.08M	0.62%	41
2014 Q3	$419K	Buy	3,839 +566	+17%	+$61.8K	0.18%	152
2014 Q2	$358K	Buy	+3,273	New	+$356K	0.16%	159
2013 Q3	–	Sell	-4,491	Closed	-$481K	–	225
2013 Q2	$481K	Buy	+4,491	New	+$493K	0.28%	100

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

First Heartland Consultants's AGG Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.2% in Q2 2026, buying an estimated $22K and bringing the position to 3,312 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #439.

First Heartland Consultants first reported a position in AGG in Q2 2013 and has held it in 47 quarters since. The position peaked at $19.4M in Q1 2016. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

First Heartland Consultants held 3,312 shares of iShares Core US Aggregate Bond ETF worth $328K as of Q2 2026.
First Heartland Consultants bought 222 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $22K.
iShares Core US Aggregate Bond ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #439 holding.
First Heartland Consultants first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 47 quarters since.
First Heartland Consultants's iShares Core US Aggregate Bond ETF position peaked at $19.4M in Q1 2016.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.