HFF
AGG icon

Halter Ferguson Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Halter Ferguson Financial’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 		$1.81M Buy
18,298
+735
+4% +$72.7K 0.29% 19
2026
Q1 		$1.74M Hold
17,563
– – 0.38% 19
2025
Q4 		$1.75M Buy
17,563
+268
+2% +$26.9K 0.39% 18
2025
Q3 		$1.73M Buy
17,295
+334
+2% +$33.1K 0.4% 14
2025
Q2 		$1.68M Sell
16,961
-19
-0.1% -$1.86K 0.58% 14
2025
Q1 		$1.68M Buy
16,980
+213
+1% +$20.8K 0.86% 14
2024
Q4 		$1.62M Sell
16,767
-2,102
-11% -$207K 0.66% 17
2024
Q3 		$1.91M Buy
18,869
+115
+0.6% +$11.5K 1.02% 16
2024
Q2 		$1.82M Buy
18,754
+1,149
+7% +$111K 1.29% 14
2024
Q1 		$1.72M Buy
17,605
+460
+3% +$45K 1.34% 14
2023
Q4 		$1.7M Buy
+17,145
New +$1.63M 1.09% 15

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Halter Ferguson Financial's AGG Position: Q2 2026 in Review

Halter Ferguson Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.2% in Q2 2026, buying an estimated $72.7K and bringing the position to 18,298 shares worth $1.81M. The position accounts for 0.29% of the portfolio, ranked #19.

Halter Ferguson Financial first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q3 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Halter Ferguson Financial held 18,298 shares of iShares Core US Aggregate Bond ETF worth $1.81M as of Q2 2026.
  • Halter Ferguson Financial bought 735 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $72.7K.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Halter Ferguson Financial's portfolio in Q2 2026, its #19 holding.
  • Halter Ferguson Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Halter Ferguson Financial's iShares Core US Aggregate Bond ETF position peaked at $1.91M in Q3 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Halter Ferguson Financial's 13F filing for Q2 2026, filed 3 Aug 2026.