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Hibernia Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hibernia Wealth Partners’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 		$1.47M Buy
14,824
+854
+6% +$84.5K 0.79% 22
2026
Q1 		$1.39M Buy
13,970
+6,455
+86% +$646K 0.41% 29
2025
Q4 		$751K Buy
+7,515
New +$754K 0.23% 38
2025
Q1 		– Sell
-3,812
Closed -$369K – 46
2024
Q4 		$369K Sell
3,812
-3,558
-48% -$350K 0.24% 40
2024
Q3 		$746K Buy
7,370
+82
+1% +$8.18K 0.22% 40
2024
Q2 		$707K Buy
7,288
+3,678
+102% +$355K 0.25% 35
2024
Q1 		$354K Buy
+3,610
New +$353K 0.24% 53

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Hibernia Wealth Partners's AGG Position: Q2 2026 in Review

Hibernia Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q2 2026, buying an estimated $84.5K and bringing the position to 14,824 shares worth $1.47M. The position accounts for 0.79% of the portfolio, ranked #22.

Hibernia Wealth Partners first reported a position in AGG in Q1 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hibernia Wealth Partners held 14,824 shares of iShares Core US Aggregate Bond ETF worth $1.47M as of Q2 2026.
  • Hibernia Wealth Partners bought 854 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $84.5K.
  • iShares Core US Aggregate Bond ETF made up 0.79% of Hibernia Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Hibernia Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.