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 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 $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Hoge Financial Services's AGG Position: Q1 2026 in Review

Hoge Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.5% in Q1 2026, buying an estimated $64.1K and bringing the position to 9,162 shares worth $909K. The position accounts for 0.49% of the portfolio, ranked #27.

Hoge Financial Services first reported a position in AGG in Q4 2023 and has held it in 9 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Hoge Financial Services held 9,162 shares of iShares Core US Aggregate Bond ETF worth $909K as of Q1 2026.
Hoge Financial Services bought 641 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $64.1K.
iShares Core US Aggregate Bond ETF made up 0.49% of Hoge Financial Services's portfolio in Q1 2026, its #27 holding.
Hoge Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.