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

Hilltop 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
Q1 		$493K Sell
4,966
-589
-11% -$58.9K 0.13% 71
2025
Q4 		$555K Sell
5,555
-936
-14% -$93.9K 0.14% 71
2025
Q3 		$651K Buy
6,491
+235
+4% +$23.3K 0.19% 63
2025
Q2 		$621K Sell
6,256
-373
-6% -$36.5K 0.19% 66
2025
Q1 		$656K Sell
6,629
-1,499
-18% -$147K 0.22% 62
2024
Q4 		$788K Sell
8,128
-422
-5% -$41.6K 0.27% 53
2024
Q3 		$866K Sell
8,550
-7,088
-45% -$707K 0.29% 52
2024
Q2 		$1.52M Sell
15,638
-166,141
-91% -$16M 0.56% 28
2024
Q1 		$17.8M Buy
181,779
+88,313
+94% +$8.64M 6.36% 3
2023
Q4 		$9.28M Sell
93,466
-66,174
-41% -$6.3M 3.65% 9
2023
Q3 		$15M Buy
159,640
+23,358
+17% +$2.25M 6.32% 4
2023
Q2 		$13.3M Sell
136,282
-93,352
-41% -$9.23M 5.55% 5
2023
Q1 		$22.9M Buy
229,634
+219,649
+2,200% +$21.7M 10.32% 1
2022
Q4 		$968K Buy
+9,985
New +$966K 0.52% 22

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

Hilltop Partners's AGG Position: Q1 2026 in Review

Hilltop Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, selling an estimated $58.9K and leaving 4,966 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #71.

Hilltop Partners first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.9M in Q1 2023. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Hilltop Partners held 4,966 shares of iShares Core US Aggregate Bond ETF worth $493K as of Q1 2026.
  • Hilltop Partners sold 589 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $58.9K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of Hilltop Partners's portfolio in Q1 2026, its #71 holding.
  • Hilltop Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Hilltop Partners's iShares Core US Aggregate Bond ETF position peaked at $22.9M in Q1 2023.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.