HWM
AGG icon

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

Horizons 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
Q1 		$1.34M Sell
13,494
-76
-0.6% -$7.6K 0.88% 23
2025
Q4 		$1.36M Sell
13,570
-518
-4% -$52K 0.89% 23
2025
Q3 		$1.41M Buy
14,088
+958
+7% +$95K 0.96% 22
2025
Q2 		$1.3M Buy
13,130
+287
+2% +$28.1K 0.93% 22
2025
Q1 		$1.27M Buy
12,843
+338
+3% +$33K 0.95% 21
2024
Q4 		$1.21M Buy
12,505
+382
+3% +$37.6K 0.92% 21
2024
Q3 		$1.23M Buy
12,123
+220
+2% +$21.9K 0.94% 23
2024
Q2 		$1.17M Buy
11,903
+1,092
+10% +$105K 0.92% 23
2024
Q1 		$1.07M Hold
10,811
– – 0.7% 24
2023
Q4 		$1.07M Buy
10,811
+4,925
+84% +$469K 0.7% 24
2023
Q3 		$554K Buy
5,886
+284
+5% +$27.4K 0.4% 36
2023
Q2 		$549K Sell
5,602
-110
-2% -$10.9K 0.39% 34
2023
Q1 		$569K Sell
5,712
-574
-9% -$56.7K 0.42% 32
2022
Q4 		$610K Buy
6,286
+760
+14% +$73.5K 0.49% 28
2022
Q3 		$532K Buy
5,526
+146
+3% +$14.8K 0.49% 24
2022
Q2 		$553K Buy
+5,380
New +$553K 0.45% 26

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Horizons Wealth Management's AGG Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.56% in Q1 2026, selling an estimated $7.6K and leaving 13,494 shares worth $1.34M. The position accounts for 0.88% of the portfolio, ranked #23.

Horizons Wealth Management first reported a position in AGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Horizons Wealth Management held 13,494 shares of iShares Core US Aggregate Bond ETF worth $1.34M as of Q1 2026.
  • Horizons Wealth Management sold 76 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $7.6K.
  • iShares Core US Aggregate Bond ETF made up 0.88% of Horizons Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Horizons Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.41M in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.