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 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 $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

HFG Wealth Management's AGG Position: Q1 2026 in Review

HFG Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q1 2026, buying an estimated $8.7K and bringing the position to 7,485 shares worth $743K. The position accounts for 0.41% of the portfolio, ranked #33.

HFG Wealth Management first reported a position in AGG in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.81M in Q1 2023. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

HFG Wealth Management held 7,485 shares of iShares Core US Aggregate Bond ETF worth $743K as of Q1 2026.
HFG Wealth Management bought 87 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $8.7K.
iShares Core US Aggregate Bond ETF made up 0.41% of HFG Wealth Management's portfolio in Q1 2026, its #33 holding.
HFG Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 10 quarters since.
HFG Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.81M in Q1 2023.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.