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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

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

HHM Wealth Advisors's AGG Position: Q2 2026 in Review

HHM Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q2 2026, selling an estimated $2.08K and leaving 1,574 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #237.

HHM Wealth Advisors first reported a position in AGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $810K in Q3 2023. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • HHM Wealth Advisors held 1,574 shares of iShares Core US Aggregate Bond ETF worth $156K as of Q2 2026.
  • HHM Wealth Advisors sold 21 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.08K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • HHM Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • HHM Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $810K in Q3 2023.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.