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

Hillcrest 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
Q1 		$9.4M Buy
94,740
+19,965
+27% +$2M 3.81% 9
2025
Q4 		$7.47M Buy
74,775
+5,175
+7% +$519K 3.22% 9
2025
Q3 		$6.98M Sell
69,600
-2,174
-3% -$216K 3.14% 9
2025
Q2 		$7.12M Sell
71,774
-5,050
-7% -$495K 3.35% 8
2025
Q1 		$7.6M Sell
76,824
-5,140
-6% -$502K 3.76% 9
2024
Q4 		$7.94M Buy
81,964
+20,484
+33% +$2.02M 3.78% 9
2024
Q3 		$6.23M Buy
61,480
+7,450
+14% +$743K 3.11% 9
2024
Q2 		$5.24M Buy
54,030
+8,655
+19% +$835K 2.82% 11
2024
Q1 		$4.44M Buy
45,375
+1,750
+4% +$171K 2.41% 13
2023
Q4 		$4.33M Sell
43,625
-4,900
-10% -$466K 2.39% 13
2023
Q3 		$4.56M Buy
48,525
+5,900
+14% +$568K 2.6% 12
2023
Q2 		$4.18M Buy
42,625
+2,400
+6% +$237K 2.47% 12
2023
Q1 		$4.01M Sell
40,225
-600
-1% -$59.3K 2.38% 12
2022
Q4 		$3.96M Sell
40,825
-450
-1% -$43.5K 2.37% 12
2022
Q3 		$3.98M Hold
41,275
– – 2.52% 10
2022
Q2 		$4.2M Sell
41,275
-2,475
-6% -$254K 2.55% 10
2022
Q1 		$4.69M Buy
43,750
+955
+2% +$105K 2.6% 9
2021
Q4 		$4.88M Buy
42,795
+310
+0.7% +$35.5K 2.63% 9
2021
Q3 		$4.88M Sell
42,485
-165
-0.4% -$19.1K 2.89% 8
2021
Q2 		$4.92M Sell
42,650
-2,076
-5% -$238K 2.98% 8
2021
Q1 		$5.09M Buy
44,726
+3,685
+9% +$427K 3.1% 7
2020
Q4 		$4.85M Buy
41,041
+1,350
+3% +$159K 3.25% 8
2020
Q3 		$4.69M Buy
39,691
+1,150
+3% +$136K 3.33% 8
2020
Q2 		$4.56M Buy
38,541
+160
+0.4% +$18.7K 3.94% 8
2020
Q1 		$4.43M Sell
38,381
-1,675
-4% -$191K 4.42% 8
2019
Q4 		$4.5M Buy
40,056
+1,250
+3% +$141K 3.75% 9
2019
Q3 		$4.39M Sell
38,806
-200
-0.5% -$22.5K 3.78% 9
2019
Q2 		$4.34M Buy
39,006
+41
+0.1% +$4.48K 3.66% 9
2019
Q1 		$4.25M Sell
38,965
-100
-0.3% -$10.7K 3.73% 9
2018
Q4 		$4.16M Buy
+39,065
New +$4.1M 3.86% 9

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

Hillcrest Wealth Advisors's AGG Position: Q1 2026 in Review

Hillcrest Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 27% in Q1 2026, buying an estimated $2M and bringing the position to 94,740 shares worth $9.4M. The position accounts for 3.81% of the portfolio, ranked #9.

Hillcrest Wealth Advisors first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Hillcrest Wealth Advisors held 94,740 shares of iShares Core US Aggregate Bond ETF worth $9.4M as of Q1 2026.
  • Hillcrest Wealth Advisors bought 19,965 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2M.
  • iShares Core US Aggregate Bond ETF made up 3.81% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.