Hardin Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hardin Capital Partners’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	$294K	Sell	2,971 -320	-10%	-$31.7K	0.14%	104
2026 Q1	$327K	Buy	3,291 +31	+1%	+$3.1K	0.15%	92
2025 Q4	$326K	Sell	3,260 -21	-0.6%	-$2.11K	0.15%	90
2025 Q3	$329K	Sell	3,281 -60	-2%	-$5.95K	0.18%	86
2025 Q2	$330K	Sell	3,341 -94	-3%	-$9.21K	0.19%	86
2025 Q1	$340K	Sell	3,435 -51	-1%	-$4.99K	0.21%	78
2024 Q4	$338K	Sell	3,486 -17	-0.5%	-$1.67K	0.2%	78
2024 Q3	$350K	Hold	3,503	–	–	0.2%	77
2024 Q2	$340K	Buy	+3,503	New	+$338K	0.22%	70

Other funds holding AGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Hardin Capital Partners's AGG Position: Q2 2026 in Review

Hardin Capital Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.7% in Q2 2026, selling an estimated $31.7K and leaving 2,971 shares worth $294K. The position accounts for 0.14% of the portfolio, ranked #104.

Hardin Capital Partners first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $350K in Q3 2024. 1,355 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Hardin Capital Partners held 2,971 shares of iShares Core US Aggregate Bond ETF worth $294K as of Q2 2026.
Hardin Capital Partners sold 320 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $31.7K.
iShares Core US Aggregate Bond ETF made up 0.14% of Hardin Capital Partners's portfolio in Q2 2026, its #104 holding.
Hardin Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Hardin Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $350K in Q3 2024.
1,355 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.