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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

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

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 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. 312 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.
312 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.