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Hexagon Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hexagon Capital 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
2026
Q2 		$258K Buy
2,606
+1
+0% +$99 0.04% 219
2026
Q1 		$259K Buy
+2,605
New +$261K 0.04% 205
2025
Q2 		– Sell
-3,357
Closed -$332K – 119
2025
Q1 		$332K Sell
3,357
-4
-0.1% -$391 0.06% 141
2024
Q4 		$326K Sell
3,361
-60
-2% -$5.91K 0.06% 145
2024
Q3 		$346K Buy
3,421
+1
+0% +$100 0.07% 132
2024
Q2 		$332K Buy
3,420
+1
+0% +$97 0.07% 137
2024
Q1 		$335K Sell
3,419
-165
-5% -$16.1K 0.07% 132
2023
Q4 		$356K Sell
3,584
-757
-17% -$72K 0.09% 120
2023
Q3 		$408K Buy
4,341
+1,813
+72% +$175K 0.11% 94
2023
Q2 		$248K Hold
2,528
– – 0.07% 140
2023
Q1 		$252K Sell
2,528
-45
-2% -$4.45K 0.07% 130
2022
Q4 		$250K Sell
2,573
-1,028
-29% -$99.4K 0.07% 134
2022
Q3 		$347K Sell
3,601
-37
-1% -$3.74K 0.1% 105
2022
Q2 		$370K Buy
3,638
+523
+17% +$53.7K 0.11% 113
2022
Q1 		$334K Sell
3,115
-141
-4% -$15.5K 0.09% 132
2021
Q4 		$371K Buy
3,256
+78
+2% +$8.92K 0.1% 119
2021
Q3 		$365K Buy
3,178
+395
+14% +$45.8K 0.11% 104
2021
Q2 		$321K Buy
2,783
+82
+3% +$9.39K 0.09% 115
2021
Q1 		$307K Hold
2,701
– – 0.08% 107
2020
Q4 		$319K Sell
2,701
-85
-3% -$10K 0.09% 91
2020
Q3 		$326K Buy
+2,786
New +$330K 0.1% 85

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hexagon Capital Partners's AGG Position: Q2 2026 in Review

Hexagon Capital Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.04% in Q2 2026, buying an estimated $99 and bringing the position to 2,606 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #219.

Hexagon Capital Partners first reported a position in AGG in Q3 2020 and has held it in 21 quarters since. The position peaked at $408K in Q3 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hexagon Capital Partners held 2,606 shares of iShares Core US Aggregate Bond ETF worth $258K as of Q2 2026.
  • Hexagon Capital Partners bought 1 iShares Core US Aggregate Bond ETF share in Q2 2026, an estimated $99.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Hexagon Capital Partners's portfolio in Q2 2026, its #219 holding.
  • Hexagon Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Hexagon Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $408K in Q3 2023.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.