HWAM
AGG icon

Hennion & Walsh Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hennion & Walsh Asset 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
Q2 		$490K Buy
4,946
+307
+7% +$30.4K 0.01% 749
2026
Q1 		$461K Buy
+4,639
New +$464K 0.02% 731

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 22.96% 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

Hennion & Walsh Asset Management's AGG Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.6% in Q2 2026, buying an estimated $30.4K and bringing the position to 4,946 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #749.

Hennion & Walsh Asset Management first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hennion & Walsh Asset Management held 4,946 shares of iShares Core US Aggregate Bond ETF worth $490K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 307 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $30.4K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #749 holding.
  • Hennion & Walsh Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.