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

Heirloom 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 Q1	$612K	Buy	+6,161	New	+$616K	0.11%	59

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Heirloom Wealth Management's AGG Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 6,161 shares worth $612K. The stake represents 0.11% of the portfolio and ranks #59 among its holdings.

2,069 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Heirloom Wealth Management held 6,161 shares of iShares Core US Aggregate Bond ETF worth $612K as of Q1 2026.
iShares Core US Aggregate Bond ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.11% of Heirloom Wealth Management's portfolio in Q1 2026, its #59 holding.
2,069 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.