Hoey Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hoey Investments’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	$81	Hold	1	–	–	﹤0.01%	441
2026 Q1	$81	Hold	1	–	–	﹤0.01%	405
2025 Q4	$81	Hold	1	–	–	﹤0.01%	410
2025 Q3	$80	Hold	1	–	–	﹤0.01%	402
2025 Q2	$78	Hold	1	–	–	﹤0.01%	402
2025 Q1	$77	Hold	1	–	–	﹤0.01%	363
2024 Q4	$75	Hold	1	–	–	﹤0.01%	352
2024 Q3	$74	Hold	1	–	–	﹤0.01%	381
2024 Q2	$74	Hold	1	–	–	﹤0.01%	381
2024 Q1	$74	Hold	1	–	–	﹤0.01%	338
2023 Q4	$74	Sell	1 -71	-99%	-$6.76K	﹤0.01%	338
2023 Q3	$6.77K	Hold	72	–	–	﹤0.01%	231
2023 Q2	$7.05K	Hold	72	–	–	﹤0.01%	231
2023 Q1	$7.17K	Hold	72	–	–	﹤0.01%	232
2022 Q4	$6.98K	Hold	72	–	–	﹤0.01%	228
2022 Q3	$7K	Hold	72	–	–	﹤0.01%	242
2022 Q2	$7K	Hold	72	–	–	﹤0.01%	197
2022 Q1	$8K	Hold	72	–	–	﹤0.01%	176
2021 Q4	$8K	Hold	72	–	–	﹤0.01%	182
2021 Q3	$8K	Hold	72	–	–	﹤0.01%	177
2021 Q2	$8K	Hold	72	–	–	﹤0.01%	178
2021 Q1	$8K	Hold	72	–	–	﹤0.01%	179
2020 Q4	$9K	Buy	+72	New	+$8.48K	﹤0.01%	146

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hoey Investments's AGG Position: Q2 2026 in Review

Hoey Investments held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1 share worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Hoey Investments first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $9K in Q4 2020. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Hoey Investments held 1 share of iShares Core US Aggregate Bond ETF worth $81 as of Q2 2026.
Hoey Investments left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #441 holding.
Hoey Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Hoey Investments's iShares Core US Aggregate Bond ETF position peaked at $9K in Q4 2020.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.