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Heritage Wealth Management (California)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Heritage Wealth Management (California)’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 		$3.83M Buy
38,673
+1,591
+4% +$157K 1.45% 13
2026
Q1 		$3.68M Buy
37,082
+8,209
+28% +$821K 2.03% 12
2025
Q4 		$2.88M Buy
28,873
+11,801
+69% +$1.18M 1.83% 13
2025
Q3 		$1.71M Buy
17,072
+1,014
+6% +$101K 1.15% 29
2025
Q2 		$1.59M Sell
16,058
-19
-0.1% -$1.86K 1.06% 28
2025
Q1 		$1.59M Sell
16,077
-2,175
-12% -$213K 1.2% 25
2024
Q4 		$1.77M Buy
18,252
+842
+5% +$82.9K 1.27% 22
2024
Q3 		$1.76M Buy
17,410
+116
+0.7% +$11.6K 1.25% 17
2024
Q2 		$1.68M Sell
17,294
-1,091
-6% -$105K 1.23% 17
2024
Q1 		$1.8M Buy
18,385
+2,651
+17% +$259K 1.36% 15
2023
Q4 		$1.56M Buy
+15,734
New +$1.5M 1.25% 17

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Heritage Wealth Management (California)'s AGG Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q2 2026, buying an estimated $157K and bringing the position to 38,673 shares worth $3.83M. The position accounts for 1.45% of the portfolio, ranked #13.

Heritage Wealth Management (California) first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Heritage Wealth Management (California) held 38,673 shares of iShares Core US Aggregate Bond ETF worth $3.83M as of Q2 2026.
  • Heritage Wealth Management (California) bought 1,591 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $157K.
  • iShares Core US Aggregate Bond ETF made up 1.45% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #13 holding.
  • Heritage Wealth Management (California) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.