Hohimer Wealth Management
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Hohimer Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hohimer Wealth Management’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
Q3 		– Sell
-3,653
Closed -$362K – 391
2026
Q2 		$362K Buy
+3,653
New +$361K 0.04% 254
2022
Q1 		– Sell
-1,758
Closed -$201K – 216
2021
Q4 		$201K Buy
+1,758
New +$201K 0.04% 186
2021
Q2 		– Sell
-1,869
Closed -$213K – 198
2021
Q1 		$213K Hold
1,869
– – 0.05% 166
2020
Q4 		$221K Hold
1,869
– – 0.06% 169
2020
Q3 		$220K Buy
+1,869
New +$222K 0.06% 164

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Hohimer Wealth Management's AGG Position: Q3 2026 in Review

Hohimer Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 3,653 shares — an estimated $362K sold.

Hohimer Wealth Management first reported a position in AGG in Q3 2020 and held it in 5 quarters. The position peaked at $362K in Q2 2026. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Hohimer Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Hohimer Wealth Management sold 3,653 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $362K.
  • Hohimer Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 5 quarters.
  • Hohimer Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $362K in Q2 2026.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.