HWA
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HHM Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HHM Wealth 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
Q2 		$156K Sell
1,574
-21
-1% -$2.08K 0.02% 237
2026
Q1 		$158K Buy
1,595
+45
+3% +$4.5K 0.02% 217
2025
Q4 		$155K Hold
1,550
– – 0.02% 218
2025
Q3 		$155K Sell
1,550
-3
-0.2% -$298 0.02% 235
2025
Q2 		$154K Sell
1,553
-1,000
-39% -$98K 0.02% 236
2025
Q1 		$253K Sell
2,553
-1,899
-43% -$186K 0.03% 160
2024
Q4 		$431K Sell
4,452
-1,122
-20% -$111K 0.06% 115
2024
Q3 		$564K Sell
5,574
-170
-3% -$17K 0.08% 93
2024
Q2 		$558K Sell
5,744
-2,023
-26% -$195K 0.08% 89
2024
Q1 		$761K Buy
7,767
+276
+4% +$27K 0.13% 60
2023
Q4 		$743K Sell
7,491
-1,125
-13% -$107K 0.13% 60
2023
Q3 		$810K Buy
8,616
+3,122
+57% +$301K 0.16% 55
2023
Q2 		$538K Buy
5,494
+73
+1% +$7.22K 0.1% 73
2023
Q1 		$540K Sell
5,421
-1,467
-21% -$145K 0.11% 66
2022
Q4 		$668K Buy
6,888
+220
+3% +$21.3K 0.15% 56
2022
Q3 		$642K Sell
6,668
-302
-4% -$30.5K 0.17% 44
2022
Q2 		$709K Buy
6,970
+2,654
+61% +$273K 0.18% 47
2022
Q1 		$462K Sell
4,316
-1,252
-22% -$138K 0.11% 75
2021
Q4 		$635K Sell
5,568
-573
-9% -$65.6K 0.15% 60
2021
Q3 		$705K Hold
6,141
– – 0.19% 50
2021
Q2 		$708K Buy
6,141
+6,107
+17,962% +$700K 0.19% 49
2021
Q1 		$4K Buy
+34
New +$3.94K ﹤0.01% 503

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return