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Hobbs Group Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hobbs Group 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
Q2 		$264K Sell
2,667
-1,052
-28% -$104K 0.07% 148
2026
Q1 		$369K Sell
3,719
-471
-11% -$47.1K 0.11% 121
2025
Q4 		$419K Sell
4,190
-2,570
-38% -$258K 0.13% 116
2025
Q3 		$678K Hold
6,760
– – 0.21% 80
2025
Q2 		$671K Sell
6,760
-766
-10% -$75.1K 0.23% 78
2025
Q1 		$744K Buy
7,526
+1,902
+34% +$186K 0.28% 74
2024
Q4 		$545K Buy
5,624
+61
+1% +$6.01K 0.2% 87
2024
Q3 		$563K Buy
5,563
+5,418
+3,737% +$541K 0.2% 79
2024
Q2 		$14.1K Buy
+145
New +$14K 0.01% 351

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hobbs Group Advisors's AGG Position: Q2 2026 in Review

Hobbs Group Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 28% in Q2 2026, selling an estimated $104K and leaving 2,667 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #148.

Hobbs Group Advisors first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $744K in Q1 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hobbs Group Advisors held 2,667 shares of iShares Core US Aggregate Bond ETF worth $264K as of Q2 2026.
  • Hobbs Group Advisors sold 1,052 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $104K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Hobbs Group Advisors's portfolio in Q2 2026, its #148 holding.
  • Hobbs Group Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Hobbs Group Advisors's iShares Core US Aggregate Bond ETF position peaked at $744K in Q1 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.