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HCR Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HCR Wealth Advisors’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 		$376K Hold
3,795
– – 0.03% 188
2026
Q1 		$377K Hold
3,795
– – 0.04% 177
2025
Q4 		$379K Buy
+3,795
New +$381K 0.04% 180
2023
Q3 		– Sell
-2,044
Closed -$200K – 171
2023
Q2 		$200K Buy
+2,044
New +$202K 0.04% 167
2022
Q3 		– Sell
-1,969
Closed -$200K – 169
2022
Q2 		$200K Sell
1,969
-140
-7% -$14.4K 0.04% 168
2022
Q1 		$226K Sell
2,109
-98
-4% -$10.8K 0.04% 172
2021
Q4 		$252K Sell
2,207
-37
-2% -$4.23K 0.04% 175
2021
Q3 		$258K Sell
2,244
-165
-7% -$19.1K 0.04% 172
2021
Q2 		$278K Sell
2,409
-82
-3% -$9.39K 0.05% 164
2021
Q1 		$284K Buy
2,491
+115
+5% +$13.3K 0.06% 156
2020
Q4 		$281K Buy
2,376
+37
+2% +$4.36K 0.06% 155
2020
Q3 		$276K Sell
2,339
-395
-14% -$46.9K 0.06% 133
2020
Q2 		$323K Buy
2,734
+20
+0.7% +$2.34K 0.08% 122
2020
Q1 		$313K Buy
2,714
+381
+16% +$43.4K 0.09% 114
2019
Q4 		$262K Buy
2,333
+35
+2% +$3.94K 0.06% 135
2019
Q3 		$259K Buy
+2,298
New +$258K 0.09% 130
2017
Q4 		– Sell
-2,435
Closed -$267K – 168
2017
Q3 		$267K Buy
+2,435
New +$267K 0.11% 134

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 22.9% 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

HCR Wealth Advisors's AGG Position: Q2 2026 in Review

HCR Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,795 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #188.

HCR Wealth Advisors first reported a position in AGG in Q3 2017 and has held it in 17 quarters since. The position peaked at $379K in Q4 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • HCR Wealth Advisors held 3,795 shares of iShares Core US Aggregate Bond ETF worth $376K as of Q2 2026.
  • HCR Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • HCR Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 17 quarters since.
  • HCR Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $379K in Q4 2025.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.