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 Q2	$2.78M	Sell	28,089 -21,028	-43%	-$2.08M	1.07%	22
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 $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Family Offices's AGG Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 43% in Q2 2026, selling an estimated $2.08M and leaving 28,089 shares worth $2.78M. The position accounts for 1.07% of the portfolio, ranked #22.

Heritage Family Offices first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.35M in Q1 2025. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Heritage Family Offices held 28,089 shares of iShares Core US Aggregate Bond ETF worth $2.78M as of Q2 2026.
Heritage Family Offices sold 21,028 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.08M.
iShares Core US Aggregate Bond ETF made up 1.07% of Heritage Family Offices's portfolio in Q2 2026, its #22 holding.
Heritage Family Offices first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Core US Aggregate Bond ETF position peaked at $7.35M in Q1 2025.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.