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Hanson & Doremus Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hanson & Doremus Investment Management’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 		$411K Sell
4,156
-199
-5% -$19.7K 0.04% 146
2026
Q1 		$432K Buy
4,355
+199
+5% +$19.9K 0.05% 134
2025
Q4 		$415K Hold
4,156
– – 0.05% 128
2025
Q3 		$417K Hold
4,156
– – 0.05% 130
2025
Q2 		$412K Sell
4,156
-90
-2% -$8.82K 0.06% 127
2025
Q1 		$420K Buy
4,246
+90
+2% +$8.8K 0.06% 130
2024
Q4 		$403K Hold
4,156
– – 0.06% 120
2024
Q3 		$421K Hold
4,156
– – 0.07% 120
2024
Q2 		$403K Hold
4,156
– – 0.07% 121
2024
Q1 		$407K Buy
4,156
+664
+19% +$65K 0.07% 123
2023
Q4 		$347K Sell
3,492
-799
-19% -$76K 0.07% 135
2023
Q3 		$404K Sell
4,291
-4,537
-51% -$437K 0.08% 122
2023
Q2 		$865K Sell
8,828
-546
-6% -$54K 0.18% 81
2023
Q1 		$934K Sell
9,374
-1,442
-13% -$143K 0.21% 80
2022
Q4 		$1.05M Sell
10,816
-508
-4% -$49.1K 0.23% 83
2022
Q3 		$1.09M Buy
11,324
+2,764
+32% +$280K 0.28% 69
2022
Q2 		$870K Sell
8,560
-2,476
-22% -$254K 0.21% 84
2022
Q1 		$1.18M Buy
11,036
+8,892
+415% +$979K 0.25% 74
2021
Q4 		$245K Buy
2,144
+658
+44% +$75.3K 0.05% 170
2021
Q3 		$171K Buy
1,486
+1,291
+662% +$150K 0.04% 190
2021
Q2 		$23K Sell
195
-622
-76% -$71.3K 0.01% 307
2021
Q1 		$93K Sell
817
-493
-38% -$57.1K 0.02% 243
2020
Q4 		$155K Buy
1,310
+1,115
+572% +$131K 0.04% 195
2020
Q3 		$23K Hold
195
– – 0.01% 307
2020
Q2 		$23K Hold
195
– – 0.01% 317
2020
Q1 		$22K Sell
195
-42
-18% -$4.79K 0.01% 327
2019
Q4 		$27K Hold
237
– – 0.01% 329
2019
Q3 		$27K Hold
237
– – 0.01% 320
2019
Q2 		$26K Hold
237
– – 0.01% 328
2019
Q1 		$26K Hold
237
– – 0.01% 330
2018
Q4 		$25K Buy
+237
New +$24.9K 0.01% 317
2018
Q3 		– Sell
-193
Closed -$21K – 454
2018
Q2 		$21K Hold
193
– – 0.01% 375
2018
Q1 		$21K Hold
193
– – 0.01% 392
2017
Q4 		$21K Buy
+193
New +$21.1K 0.01% 386

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Hanson & Doremus Investment Management's AGG Position: Q2 2026 in Review

Hanson & Doremus Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.6% in Q2 2026, selling an estimated $19.7K and leaving 4,156 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #146.

Hanson & Doremus Investment Management first reported a position in AGG in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.18M in Q1 2022. 947 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hanson & Doremus Investment Management held 4,156 shares of iShares Core US Aggregate Bond ETF worth $411K as of Q2 2026.
  • Hanson & Doremus Investment Management sold 199 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $19.7K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #146 holding.
  • Hanson & Doremus Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Hanson & Doremus Investment Management's iShares Core US Aggregate Bond ETF position peaked at $1.18M in Q1 2022.
  • 947 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.