HBW Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HBW Advisory 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	–	Sell	-2,792	Closed	-$277K	–	465
2026 Q1	$277K	Buy	2,792 +260	+10%	+$26K	0.03%	367
2025 Q4	$253K	Buy	+2,532	New	+$254K	0.03%	375
2023 Q2	–	Sell	-2,909	Closed	-$290K	–	291
2023 Q1	$290K	Buy	2,909 +37	+1%	+$3.66K	0.07%	205
2022 Q4	$279K	Sell	2,872 -60	-2%	-$5.8K	0.07%	210
2022 Q3	$282K	Buy	2,932 +531	+22%	+$53.7K	0.08%	182
2022 Q2	$244K	Buy	2,401 +101	+4%	+$10.4K	0.06%	197
2022 Q1	$246K	Sell	2,300 -18,951	-89%	-$2.09M	0.09%	190
2021 Q4	$2.42M	Sell	21,251 -5,651	-21%	-$646K	0.56%	58
2021 Q3	$3.09M	Sell	26,902 -929	-3%	-$108K	0.8%	42
2021 Q2	$3.21M	Sell	27,831 -1,645	-6%	-$188K	0.84%	40
2021 Q1	$3.35M	Sell	29,476 -730	-2%	-$84.5K	0.89%	41
2020 Q4	$3.57M	Buy	30,206 +555	+2%	+$65.4K	1.09%	30
2020 Q3	$3.5M	Sell	29,651 -10,404	-26%	-$1.23M	1.44%	15
2020 Q2	$4.74M	Buy	40,055 +1,792	+5%	+$210K	2.2%	6
2020 Q1	$4.43M	Sell	38,263 -1,220	-3%	-$139K	3.2%	4
2019 Q4	$4.45M	Buy	39,483 +1,949	+5%	+$220K	2.6%	6
2019 Q3	$4.26M	Buy	+37,534	New	+$4.22M	4.08%	3

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HBW Advisory Services's AGG Position: Q2 2026 in Review

HBW Advisory Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,792 shares — an estimated $277K sold.

HBW Advisory Services first reported a position in AGG in Q3 2019 and held it in 17 quarters. The position peaked at $4.74M in Q2 2020. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

HBW Advisory Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
HBW Advisory Services sold 2,792 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $277K.
HBW Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 17 quarters.
HBW Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $4.74M in Q2 2020.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.