Heritage Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $498K | Buy |
5,020
+58
| +1% | +$5.8K | 0.02% | 127 |
|
|
2025
Q4 | $496K | Buy |
4,962
+447
| +10% | +$44.9K | 0.02% | 144 |
|
|
2025
Q3 | $453K | Buy |
4,515
+45
| +1% | +$4.46K | 0.02% | 136 |
|
|
2025
Q2 | $443K | Buy |
4,470
+319
| +8% | +$31.3K | 0.02% | 142 |
|
|
2025
Q1 | $411K | Buy |
4,151
+7
| +0.2% | +$684 | 0.02% | 145 |
|
|
2024
Q4 | $402K | Buy |
4,144
+24
| +0.6% | +$2.36K | 0.02% | 150 |
|
|
2024
Q3 | $417K | Buy |
4,120
+245
| +6% | +$24.4K | 0.02% | 155 |
|
|
2024
Q2 | $376K | Buy |
3,875
+83
| +2% | +$8.01K | 0.02% | 154 |
|
|
2024
Q1 | $371K | Buy |
3,792
+51
| +1% | +$4.99K | 0.02% | 165 |
|
|
2023
Q4 | $371K | Buy |
3,741
+1
| +0% | +$95 | 0.02% | 166 |
|
|
2023
Q3 | $352K | Sell |
3,740
-496
| -12% | -$47.8K | 0.02% | 156 |
|
|
2023
Q2 | $415K | Buy |
4,236
+1
| +0% | +$99 | 0.02% | 145 |
|
|
2023
Q1 | $422K | Sell |
4,235
-5
| -0.1% | -$494 | 0.02% | 144 |
|
|
2022
Q4 | $411K | Sell |
4,240
-8
| -0.2% | -$774 | 0.02% | 147 |
|
|
2022
Q3 | $409K | Buy |
4,248
+27
| +0.6% | +$2.73K | 0.03% | 136 |
|
|
2022
Q2 | $429K | Sell |
4,221
-1,540
| -27% | -$158K | 0.03% | 134 |
|
|
2022
Q1 | $617K | Buy |
5,761
+147
| +3% | +$16.2K | 0.03% | 118 |
|
|
2021
Q4 | $640K | Sell |
5,614
-34
| -0.6% | -$3.89K | 0.04% | 128 |
|
|
2021
Q3 | $649K | Buy |
5,648
+110
| +2% | +$12.8K | 0.04% | 121 |
|
|
2021
Q2 | $639K | Buy |
5,538
+19
| +0.3% | +$2.18K | 0.04% | 123 |
|
|
2021
Q1 | $628K | Sell |
5,519
-1,188
| -18% | -$138K | 0.04% | 121 |
|
|
2020
Q4 | $793K | Sell |
6,707
-1,144
| -15% | -$135K | 0.05% | 99 |
|
|
2020
Q3 | $927K | Sell |
7,851
-631
| -7% | -$74.9K | 0.12% | 62 |
|
|
2020
Q2 | $1M | Sell |
8,482
-1,264
| -13% | -$148K | 0.14% | 57 |
|
|
2020
Q1 | $1.12M | Sell |
9,746
-58
| -0.6% | -$6.61K | 0.2% | 54 |
|
|
2019
Q4 | $1.1M | Buy |
9,804
+544
| +6% | +$61.3K | 0.15% | 62 |
|
|
2019
Q3 | $1.05M | Sell |
9,260
-48
| -0.5% | -$5.4K | 0.15% | 62 |
|
|
2019
Q2 | $1.04M | Buy |
9,308
+1,725
| +23% | +$189K | 0.16% | 64 |
|
|
2019
Q1 | $827K | Buy |
7,583
+576
| +8% | +$61.8K | 0.14% | 63 |
|
|
2018
Q4 | $746K | Sell |
7,007
-317
| -4% | -$33.3K | 0.15% | 64 |
|
|
2018
Q3 | $772K | Buy |
7,324
+134
| +2% | +$14.2K | 0.15% | 58 |
|
|
2018
Q2 | $766K | Buy |
7,190
+2,794
| +64% | +$296K | 0.29% | 54 |
|
|
2018
Q1 | $474K | Buy |
4,396
+447
| +11% | +$48K | 0.2% | 70 |
|
|
2017
Q4 | $432K | Buy |
3,949
+254
| +7% | +$27.8K | 0.18% | 78 |
|
|
2017
Q3 | $406K | Buy |
3,695
+611
| +20% | +$67.1K | 0.2% | 72 |
|
|
2017
Q2 | $337K | Sell |
3,084
-360
| -10% | -$39.4K | 0.17% | 74 |
|
|
2017
Q1 | $375K | Buy |
3,444
+94
| +3% | +$10.2K | 0.2% | 67 |
|
|
2016
Q4 | $363K | Buy |
3,350
+332
| +11% | +$36.4K | 0.24% | 56 |
|
|
2016
Q3 | $339K | Buy |
3,018
+102
| +3% | +$11.5K | 0.23% | 60 |
|
|
2016
Q2 | $329K | Sell |
2,916
-7
| -0.2% | -$777 | 0.22% | 62 |
|
|
2016
Q1 | $323K | Sell |
2,923
-1,468
| -33% | -$161K | 0.25% | 56 |
|
|
2015
Q4 | $477K | Sell |
4,391
-105
| -2% | -$11.4K | 0.4% | 38 |
|
|
2015
Q3 | $493K | Sell |
4,496
-40
| -0.9% | -$4.36K | 0.42% | 32 |
|
|
2015
Q2 | $496K | Buy |
4,536
+60
| +1% | +$6.6K | 0.41% | 43 |
|
|
2015
Q1 | $499K | Sell |
4,476
-499
| -10% | -$55.4K | 0.41% | 48 |
|
|
2014
Q4 | $550K | Buy |
4,975
+491
| +11% | +$54K | 0.49% | 40 |
|
|
2014
Q3 | $492K | Buy |
4,484
+29
| +0.7% | +$3.17K | 0.51% | 40 |
|
|
2014
Q2 | $489K | Sell |
4,455
-161
| -3% | -$17.5K | 0.52% | 37 |
|
|
2014
Q1 | $500K | Buy |
4,616
+629
| +16% | +$67.7K | 0.58% | 37 |
|
|
2013
Q4 | $426K | Buy |
+3,987
| New | +$427K | 0.54% | 39 |
|
Other funds holding AGG
Heritage Wealth Advisors's AGG Position: Q1 2026 in Review
Heritage Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q1 2026, buying an estimated $5.8K and bringing the position to 5,020 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #127.
Heritage Wealth Advisors first reported a position in AGG in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.12M in Q1 2020. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Heritage Wealth Advisors held 5,020 shares of iShares Core US Aggregate Bond ETF worth $498K as of Q1 2026.
- Heritage Wealth Advisors bought 58 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5.8K.
- iShares Core US Aggregate Bond ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #127 holding.
- Heritage Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 50 quarters since.
- Heritage Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.12M in Q1 2020.
- 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.