Heritage Family Offices’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Heritage Family Offices’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	$4.88M	Sell	49,117 -20,912	-30%	-$2.09M	2.16%	10
2025 Q4	$6.99M	Buy	70,029 +5,692	+9%	+$571K	3.18%	6
2025 Q3	$6.45M	Sell	64,337 -10,011	-13%	-$993K	3%	5
2025 Q2	$7.34M	Hold	74,348	–	–	3.71%	6
2025 Q1	$7.35M	Buy	74,348 +5,637	+8%	+$551K	3.76%	6
2024 Q4	$6.66M	Buy	68,711 +1,474	+2%	+$145K	3.32%	6
2024 Q3	$6.81M	Sell	67,237 -1,853	-3%	-$185K	3.52%	6
2024 Q2	$6.71M	Buy	+69,090	New	+$6.67M	3.72%	6

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

Heritage Family Offices's AGG Position: Q1 2026 in Review

Heritage Family Offices reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 30% in Q1 2026, selling an estimated $2.09M and leaving 49,117 shares worth $4.88M. The position accounts for 2.16% of the portfolio, ranked #10.

Heritage Family Offices first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.35M in Q1 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Heritage Family Offices held 49,117 shares of iShares Core US Aggregate Bond ETF worth $4.88M as of Q1 2026.
Heritage Family Offices sold 20,912 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.09M.
iShares Core US Aggregate Bond ETF made up 2.16% of Heritage Family Offices's portfolio in Q1 2026, its #10 holding.
Heritage Family Offices first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's iShares Core US Aggregate Bond ETF position peaked at $7.35M in Q1 2025.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.