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HB Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HB Wealth 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 		$12M Sell
121,624
-67
-0.1% -$6.63K 0.07% 152
2026
Q1 		$12.1M Sell
121,691
-9,506
-7% -$951K 0.08% 139
2025
Q4 		$13.1M Buy
131,197
+2,891
+2% +$290K 0.08% 133
2025
Q3 		$12.9M Buy
128,306
+11,954
+10% +$1.19M 0.09% 125
2025
Q2 		$11.5M Sell
116,352
-30,255
-21% -$2.96M 0.09% 118
2025
Q1 		$14.5M Buy
146,607
+71,866
+96% +$7.03M 0.12% 99
2024
Q4 		$7.24M Buy
74,741
+26,354
+54% +$2.6M 0.07% 127
2024
Q3 		$4.9M Buy
48,387
+6,259
+15% +$624K 0.05% 160
2024
Q2 		$4.09M Sell
42,128
-6,318
-13% -$610K 0.05% 172
2024
Q1 		$4.74M Sell
48,446
-10,652
-18% -$1.04M 0.06% 157
2023
Q4 		$5.87M Buy
59,098
+42,076
+247% +$4M 0.08% 124
2023
Q3 		$1.6M Buy
17,022
+1,773
+12% +$171K 0.03% 238
2023
Q2 		$1.49M Sell
15,249
-2,337
-13% -$231K 0.02% 241
2023
Q1 		$1.75M Buy
17,586
+1,047
+6% +$103K 0.03% 212
2022
Q4 		$1.6M Sell
16,539
-6,626
-29% -$641K 0.03% 227
2022
Q3 		$2.23M Buy
23,165
+8,413
+57% +$851K 0.05% 168
2022
Q2 		$1.5M Sell
14,752
-558
-4% -$57.3K 0.03% 205
2022
Q1 		$1.64M Buy
15,310
+2,470
+19% +$272K 0.03% 206
2021
Q4 		$1.47M Buy
+12,840
New +$1.47M 0.03% 188

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

HB Wealth Management's AGG Position: Q2 2026 in Review

HB Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.06% in Q2 2026, selling an estimated $6.63K and leaving 121,624 shares worth $12M. The position accounts for 0.07% of the portfolio, ranked #152.

HB Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q1 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • HB Wealth Management held 121,624 shares of iShares Core US Aggregate Bond ETF worth $12M as of Q2 2026.
  • HB Wealth Management sold 67 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.63K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of HB Wealth Management's portfolio in Q2 2026, its #152 holding.
  • HB Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $14.5M in Q1 2025.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.