Hoge Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hoge Financial Services’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	$916K	Buy	9,255 +93	+1%	+$9.2K	0.44%	28
2026 Q1	$909K	Buy	9,162 +641	+8%	+$64.1K	0.49%	27
2025 Q4	$851K	Buy	8,521 +111	+1%	+$11.1K	0.46%	28
2025 Q3	$843K	Buy	8,410 +82	+1%	+$8.14K	0.48%	23
2025 Q2	$826K	Buy	+8,328	New	+$816K	0.51%	23
2025 Q1	–	Sell	-3,045	Closed	-$295K	–	58
2024 Q4	$295K	Buy	3,045 +38	+1%	+$3.74K	0.22%	39
2024 Q3	$304K	Buy	3,007 +28	+0.9%	+$2.79K	0.23%	39
2024 Q2	$289K	Buy	2,979 +27	+0.9%	+$2.61K	0.24%	39
2024 Q1	$289K	Sell	2,952 -2,569	-47%	-$251K	0.24%	42
2023 Q4	$548K	Buy	+5,521	New	+$525K	0.55%	23

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

Hoge Financial Services's AGG Position: Q2 2026 in Review

Hoge Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q2 2026, buying an estimated $9.2K and bringing the position to 9,255 shares worth $916K. The position accounts for 0.44% of the portfolio, ranked #28.

Hoge Financial Services first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Hoge Financial Services held 9,255 shares of iShares Core US Aggregate Bond ETF worth $916K as of Q2 2026.
Hoge Financial Services bought 93 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.2K.
iShares Core US Aggregate Bond ETF made up 0.44% of Hoge Financial Services's portfolio in Q2 2026, its #28 holding.
Hoge Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.