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Hilltop National Bank’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hilltop National Bank’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
Q3 		$44.5K Hold
471
– – 0.01% 490
2026
Q2 		$46.6K Buy
471
+251
+114% +$24.8K 0.01% 501
2026
Q1 		$21.8K Hold
220
– – 0.01% 574
2025
Q4 		$22K Hold
220
– – 0.01% 567
2025
Q3 		$22.1K Hold
220
– – 0.01% 559
2025
Q2 		$21.8K Buy
+220
New +$21.6K 0.01% 550
2024
Q4 		$21.3K Hold
220
– – 0.01% 542
2024
Q3 		$22.3K Hold
220
– – 0.01% 559
2024
Q2 		$21.4K Hold
220
– – 0.01% 556
2024
Q1 		$21.5K Buy
+220
New +$21.5K 0.01% 548

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Hilltop National Bank's AGG Position: Q3 2026 in Review

Hilltop National Bank held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 471 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #490.

Hilltop National Bank first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $46.6K in Q2 2026. 323 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Hilltop National Bank held 471 shares of iShares Core US Aggregate Bond ETF worth $44.5K as of Q3 2026.
  • Hilltop National Bank left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Hilltop National Bank's portfolio in Q3 2026, its #490 holding.
  • Hilltop National Bank first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Hilltop National Bank's iShares Core US Aggregate Bond ETF position peaked at $46.6K in Q2 2026.
  • 323 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.