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 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 $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s AGG Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 24,534 shares — an estimated $2.45M sold.

Heritage Wealth Management (Ohio) first reported a position in AGG in Q2 2024 and held it in 7 quarters. The position peaked at $2.45M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 24,534 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.45M.
Heritage Wealth Management (Ohio) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s iShares Core US Aggregate Bond ETF position peaked at $2.45M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.