Heritage Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Heritage Wealth Partners’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
2025 Q1	$211K	Buy	+2,131	New	+$208K	0.32%	62

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Heritage Wealth Partners's AGG Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2025: 2,131 shares worth $211K. The stake represents 0.32% of the portfolio and ranks #62 among its holdings.

1,931 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

Heritage Wealth Partners held 2,131 shares of iShares Core US Aggregate Bond ETF worth $211K as of Q1 2025.
iShares Core US Aggregate Bond ETF was a new Heritage Wealth Partners position in Q1 2025.
iShares Core US Aggregate Bond ETF made up 0.32% of Heritage Wealth Partners's portfolio in Q1 2025, its #62 holding.
1,931 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.