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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
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

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

Heritage Oak Wealth Advisors's AGG Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,302 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #93.

Heritage Oak Wealth Advisors first reported a position in AGG in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.67M in Q3 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Heritage Oak Wealth Advisors held 2,302 shares of iShares Core US Aggregate Bond ETF worth $228K as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 231 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $22.9K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Heritage Oak Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Heritage Oak Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.67M in Q3 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.