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

Heritage Wealth Management (Ohio)’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	$2.45M	Buy	+24,779	New	+$2.45M	0.61%	44
2026 Q1	–	Sell	-24,534	Closed	-$2.45M	–	159
2025 Q4	$2.45M	Buy	24,534 +4,907	+25%	+$492K	0.68%	35
2025 Q3	$1.97M	Buy	19,627 +2,321	+13%	+$230K	0.58%	45
2025 Q2	$1.72M	Buy	17,306 +1,110	+7%	+$109K	0.56%	48
2025 Q1	$1.6M	Buy	16,196 +1,540	+11%	+$151K	0.55%	44
2024 Q4	$1.42M	Buy	14,656 +2,145	+17%	+$211K	0.47%	53
2024 Q3	$1.27M	Sell	12,511 -8,982	-42%	-$896K	0.42%	65
2024 Q2	$2.1M	Buy	+21,493	New	+$2.07M	0.7%	29

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

Heritage Wealth Management (Ohio) opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 24,779 shares worth $2.45M. The stake represents 0.61% of the portfolio and ranks #44 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in AGG as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Heritage Wealth Management (Ohio) held 24,779 shares of iShares Core US Aggregate Bond ETF worth $2.45M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.61% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #44 holding.
Heritage Wealth Management (Ohio) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.