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Hazlett, Burt & Watson’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hazlett, Burt & Watson’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 		$210K Buy
2,126
+1,145
+117% +$113K 0.06% 258
2026
Q1 		$97K Buy
981
+101
+11% +$10.1K 0.03% 344
2025
Q4 		$87K Sell
880
-147
-14% -$14.8K 0.03% 362
2025
Q3 		$103K Buy
1,027
+674
+191% +$66.9K 0.04% 313
2025
Q2 		$34K Sell
353
-23
-6% -$2.25K 0.01% 426
2025
Q1 		$37K Sell
376
-2,252
-86% -$220K 0.02% 390
2024
Q4 		$256K Buy
2,628
+920
+54% +$90.6K 0.11% 170
2024
Q3 		$173K Sell
1,708
-45
-3% -$4.49K 0.08% 218
2024
Q2 		$170K Sell
1,753
-37
-2% -$3.57K 0.09% 202
2024
Q1 		$175K Sell
1,790
-196
-10% -$19.2K 0.1% 183
2023
Q4 		$196K Buy
1,986
+7
+0.4% +$666 0.13% 155
2023
Q3 		$186K Sell
1,979
-411
-17% -$39.6K 0.14% 149
2023
Q2 		$235K Buy
+2,390
New +$236K 0.18% 123
2022
Q4 		– Sell
-292
Closed -$28K – 612
2022
Q3 		$28K Sell
292
-548
-65% -$55.4K 0.03% 330
2022
Q2 		$85K Buy
840
+358
+74% +$36.8K 0.08% 212
2022
Q1 		$51K Buy
+482
New +$53K 0.04% 282

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

Hazlett, Burt & Watson's AGG Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its iShares Core US Aggregate Bond ETF (AGG) stake by 117% in Q2 2026, buying an estimated $113K and bringing the position to 2,126 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #258.

Hazlett, Burt & Watson first reported a position in AGG in Q1 2022 and has held it in 16 quarters since. The position peaked at $256K in Q4 2024. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hazlett, Burt & Watson held 2,126 shares of iShares Core US Aggregate Bond ETF worth $210K as of Q2 2026.
  • Hazlett, Burt & Watson bought 1,145 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $113K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #258 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Hazlett, Burt & Watson's iShares Core US Aggregate Bond ETF position peaked at $256K in Q4 2024.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.