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

HFG Wealth Management’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	$377K	Sell	3,806 -3,679	-49%	-$364K	0.38%	34
2026 Q1	$743K	Buy	7,485 +87	+1%	+$8.7K	0.41%	33
2025 Q4	$739K	Buy	7,398 +423	+6%	+$42.4K	0.41%	32
2025 Q3	$699K	Buy	6,975 +504	+8%	+$50K	0.38%	34
2025 Q2	$640K	Buy	6,471 +1,348	+26%	+$132K	0.39%	37
2025 Q1	$496K	Buy	5,123 +1,494	+41%	+$146K	0.3%	39
2024 Q4	$368K	Buy	3,629 +708	+24%	+$69.7K	0.24%	34
2024 Q3	$284K	Hold	2,921	–	–	0.18%	37
2024 Q2	$284K	Buy	+2,921	New	+$282K	0.18%	37
2024 Q1	–	Sell	-8,520	Closed	-$846K	–	37
2023 Q4	$846K	Buy	+8,520	New	+$811K	0.21%	43
2023 Q1	$1.81M	Buy	+18,200	New	+$1.8M	0.38%	36

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

HFG Wealth Management's AGG Position: Q2 2026 in Review

HFG Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 49% in Q2 2026, selling an estimated $364K and leaving 3,806 shares worth $377K. The position accounts for 0.38% of the portfolio, ranked #34.

HFG Wealth Management first reported a position in AGG in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

HFG Wealth Management held 3,806 shares of iShares Core US Aggregate Bond ETF worth $377K as of Q2 2026.
HFG Wealth Management sold 3,679 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $364K.
iShares Core US Aggregate Bond ETF made up 0.38% of HFG Wealth Management's portfolio in Q2 2026, its #34 holding.
HFG Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 11 quarters since.
HFG Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.81M in Q1 2023.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.