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HFG Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HFG Advisors’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 		$302K Hold
3,044
– – 0.21% 86
2025
Q4 		$304K Buy
+3,044
New +$305K 0.22% 81
2022
Q4 		– Sell
-14,696
Closed -$1.42M – 94
2022
Q3 		$1.42M Sell
14,696
-1,024
-7% -$104K 1.97% 15
2022
Q2 		$1.6M Sell
15,720
-272
-2% -$27.9K 2.16% 14
2022
Q1 		$1.71M Sell
15,992
-558
-3% -$61.4K 1.96% 15
2021
Q4 		$1.89M Buy
+16,550
New +$1.89M 2.13% 12

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HFG Advisors's AGG Position: Q1 2026 in Review

HFG Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 3,044 shares worth $302K. The position accounts for 0.21% of the portfolio, ranked #86.

HFG Advisors first reported a position in AGG in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.89M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • HFG Advisors held 3,044 shares of iShares Core US Aggregate Bond ETF worth $302K as of Q1 2026.
  • HFG Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.21% of HFG Advisors's portfolio in Q1 2026, its #86 holding.
  • HFG Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 6 quarters since.
  • HFG Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.89M in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.