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High Net Worth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

High Net Worth Advisory Group’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 		$13.8M Sell
139,356
-281
-0.2% -$28.1K 3.23% 5
2025
Q4 		$13.9M Buy
139,637
+4,674
+3% +$469K 3.21% 6
2025
Q3 		$13.5M Sell
134,963
-904
-0.7% -$89.7K 3.26% 6
2025
Q2 		$13.5M Sell
135,867
-4,361
-3% -$427K 3.57% 4
2025
Q1 		$13.9M Buy
140,228
+6,405
+5% +$626K 3.91% 3
2024
Q4 		$13M Sell
133,823
-1,558
-1% -$153K 3.62% 5
2024
Q3 		$13.7M Buy
135,381
+12,947
+11% +$1.29M 3.76% 4
2024
Q2 		$11.9M Buy
122,434
+2,483
+2% +$240K 3.6% 5
2024
Q1 		$11.7M Buy
119,951
+3,276
+3% +$321K 3.7% 3
2023
Q4 		$11.6M Buy
116,675
+8,273
+8% +$787K 4.3% 3
2023
Q3 		$10.2M Buy
108,402
+6,609
+6% +$636K 4.08% 3
2023
Q2 		$9.97M Buy
101,793
+2,685
+3% +$265K 3.87% 4
2023
Q1 		$9.88M Buy
99,108
+1,905
+2% +$188K 4.02% 4
2022
Q4 		$9.43M Buy
97,203
+8,225
+9% +$795K 3.66% 3
2022
Q3 		$8.57M Buy
88,978
+1,164
+1% +$118K 3.66% 3
2022
Q2 		$8.93M Sell
87,814
-122
-0.1% -$12.5K 3.71% 3
2022
Q1 		$9.42M Buy
87,936
+2,478
+3% +$273K 3.42% 3
2021
Q4 		$9.75M Buy
+85,458
New +$9.78M 3.4% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

High Net Worth Advisory Group's AGG Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.2% in Q1 2026, selling an estimated $28.1K and leaving 139,356 shares worth $13.8M. The position accounts for 3.23% of the portfolio, ranked #5.

High Net Worth Advisory Group first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.9M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • High Net Worth Advisory Group held 139,356 shares of iShares Core US Aggregate Bond ETF worth $13.8M as of Q1 2026.
  • High Net Worth Advisory Group sold 281 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $28.1K.
  • iShares Core US Aggregate Bond ETF made up 3.23% of High Net Worth Advisory Group's portfolio in Q1 2026, its #5 holding.
  • High Net Worth Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $13.9M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.