Heritage Oak Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Heritage Oak Wealth Advisors’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 Q3	$228K	Buy	2,410 +108	+5%	+$10.5K	0.07%	82
2026 Q2	$228K	Buy	2,302 +231	+11%	+$22.9K	0.07%	93
2026 Q1	$206K	Sell	2,071 -48	-2%	-$4.8K	0.07%	71
2025 Q4	$212K	Buy	+2,119	New	+$213K	0.08%	74
2025 Q2	–	Sell	-14,570	Closed	-$1.44M	–	74
2025 Q1	$1.44M	Buy	14,570 +11,988	+464%	+$1.17M	0.63%	28
2024 Q4	$250K	Sell	2,582 -23,827	-90%	-$2.35M	0.12%	63
2024 Q3	$2.67M	Buy	+26,409	New	+$2.63M	1.23%	21

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

VSQM

V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Heritage Oak Wealth Advisors's AGG Position: Q3 2026 in Review

Heritage Oak Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.7% in Q3 2026, buying an estimated $10.5K and bringing the position to 2,410 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #82.

Heritage Oak Wealth Advisors first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q3 2024. 312 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Heritage Oak Wealth Advisors held 2,410 shares of iShares Core US Aggregate Bond ETF worth $228K as of Q3 2026.
Heritage Oak Wealth Advisors bought 108 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $10.5K.
iShares Core US Aggregate Bond ETF made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q3 2026, its #82 holding.
Heritage Oak Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Heritage Oak Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.67M in Q3 2024.
312 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.