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Hantz Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hantz Financial Services’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 		$236M Buy
2,387,883
+400,777
+20% +$39.7M 3.2% 6
2026
Q1 		$197M Buy
1,987,106
+581,376
+41% +$58.2M 3.01% 6
2025
Q4 		$140M Buy
1,405,730
+349,386
+33% +$35.1M 2.07% 10
2025
Q3 		$106M Buy
1,056,344
+366,809
+53% +$36.4M 1.6% 13
2025
Q2 		$68.4M Buy
689,535
+187,117
+37% +$18.3M 1.11% 15
2025
Q1 		$49.7M Buy
502,418
+71,575
+17% +$7M 0.87% 20
2024
Q4 		$41.7M Buy
430,843
+94,020
+28% +$9.26M 0.73% 28
2024
Q3 		$34.1M Buy
336,823
+55,219
+20% +$5.51M 0.61% 32
2024
Q2 		$27.3M Sell
281,604
-41,433
-13% -$4M 0.53% 42
2024
Q1 		$31.6M Sell
323,037
-54,974
-15% -$5.38M 0.62% 36
2023
Q4 		$37.5M Sell
378,011
-45,497
-11% -$4.33M 0.82% 24
2023
Q3 		$39.8M Buy
423,508
+15,710
+4% +$1.51M 1.01% 15
2023
Q2 		$39.9M Buy
407,798
+5,911
+1% +$584K 1% 17
2023
Q1 		$40M Buy
401,887
+8,257
+2% +$816K 1.09% 14
2022
Q4 		$38.2M Sell
393,630
-5,610
-1% -$543K 1.15% 13
2022
Q3 		$38.5M Sell
399,240
-14,594
-4% -$1.48M 1.33% 8
2022
Q2 		$42.1M Sell
413,834
-22,396
-5% -$2.3M 1.42% 9
2022
Q1 		$46.7M Sell
436,230
-7,969
-2% -$877K 1.38% 10
2021
Q4 		$50.7M Buy
444,199
+1,963
+0.4% +$225K 1.46% 9
2021
Q3 		$50.8M Buy
442,236
+19,052
+5% +$2.21M 1.66% 7
2021
Q2 		$48.8M Buy
423,184
+17,525
+4% +$2.01M 1.79% 4
2021
Q1 		$46.2M Buy
405,659
+16,284
+4% +$1.89M 1.91% 3
2020
Q4 		$46M Buy
389,375
+26,153
+7% +$3.08M 2.06% 3
2020
Q3 		$42.9M Buy
363,222
+46,836
+15% +$5.56M 2.19% 3
2020
Q2 		$37.4M Buy
316,386
+16,008
+5% +$1.87M 2.09% 3
2020
Q1 		$34.7M Buy
+300,378
New +$34.2M 2.4% 2

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

Hantz Financial Services's AGG Position: Q2 2026 in Review

Hantz Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, buying an estimated $39.7M and bringing the position to 2,387,883 shares worth $236M. The position accounts for 3.2% of the portfolio, ranked #6.

Hantz Financial Services first reported a position in AGG in Q1 2020 and has held it in 26 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hantz Financial Services held 2,387,883 shares of iShares Core US Aggregate Bond ETF worth $236M as of Q2 2026.
  • Hantz Financial Services bought 400,777 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $39.7M.
  • iShares Core US Aggregate Bond ETF made up 3.2% of Hantz Financial Services's portfolio in Q2 2026, its #6 holding.
  • Hantz Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.