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 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 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

Hohimer Wealth Management's AGG Position: Q2 2026 in Review

Hohimer Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,653 shares worth $362K. The stake represents 0.04% of the portfolio and ranks #254 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in AGG as recently as Q4 2021.

Hohimer Wealth Management first reported a position in AGG in Q3 2020 and has held it in 5 quarters since. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Hohimer Wealth Management held 3,653 shares of iShares Core US Aggregate Bond ETF worth $362K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Hohimer Wealth Management position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Hohimer Wealth Management's portfolio in Q2 2026, its #254 holding.
Hohimer Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 5 quarters since.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.