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

Hemington 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
2025 Q3	$475K	Buy	4,739 +20	+0.4%	+$1.98K	0.06%	84
2025 Q2	$468K	Buy	4,719 +737	+19%	+$72.2K	0.07%	82
2025 Q1	$393K	Sell	3,982 -380	-9%	-$37.1K	0.06%	84
2024 Q4	$422K	Buy	4,362 +312	+8%	+$30.7K	0.11%	83
2024 Q3	$398K	Buy	+4,050	New	+$404K	0.11%	83
2022 Q1	–	Sell	-4,494	Closed	-$531K	–	108
2021 Q4	$531K	Sell	4,494 -51	-1%	-$5.83K	0.25%	45
2021 Q3	$522K	Buy	4,545 +14	+0.3%	+$1.62K	0.19%	53
2021 Q2	$523K	Buy	4,531 +8	+0.2%	+$917	0.22%	50
2021 Q1	$515K	Buy	4,523 +29	+0.6%	+$3.36K	0.22%	50
2020 Q4	$531K	Buy	+4,494	New	+$529K	0.25%	45

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Hemington Wealth Management's AGG Position: Q3 2025 in Review

Hemington Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.42% in Q3 2025, buying an estimated $1.98K and bringing the position to 4,739 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #84.

Hemington Wealth Management first reported a position in AGG in Q4 2020 and has held it in 10 quarters since. The position peaked at $531K in Q4 2021. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Hemington Wealth Management held 4,739 shares of iShares Core US Aggregate Bond ETF worth $475K as of Q3 2025.
Hemington Wealth Management bought 20 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $1.98K.
iShares Core US Aggregate Bond ETF made up 0.06% of Hemington Wealth Management's portfolio in Q3 2025, its #84 holding.
Hemington Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 10 quarters since.
Hemington Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $531K in Q4 2021.
1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.