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

Heartland 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
Q1 		$5.29M Buy
53,327
+15,069
+39% +$1.51M 0.27% 147
2025
Q4 		$3.82M Hold
38,258
– – 0.21% 169
2025
Q3 		$3.84M Buy
+38,258
New +$3.8M 0.2% 163

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Heartland Advisors's AGG Position: Q1 2026 in Review

Heartland Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 39% in Q1 2026, buying an estimated $1.51M and bringing the position to 53,327 shares worth $5.29M. The position accounts for 0.27% of the portfolio, ranked #147.

Heartland Advisors first reported a position in AGG in Q3 2025 and has held it in 3 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Heartland Advisors held 53,327 shares of iShares Core US Aggregate Bond ETF worth $5.29M as of Q1 2026.
  • Heartland Advisors bought 15,069 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.51M.
  • iShares Core US Aggregate Bond ETF made up 0.27% of Heartland Advisors's portfolio in Q1 2026, its #147 holding.
  • Heartland Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.