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

Howard 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	$264K	Buy	2,662 +17	+0.6%	+$1.68K	0.03%	204
2026 Q1	$263K	Sell	2,645 -1,773	-40%	-$177K	0.03%	187
2025 Q4	$441K	Buy	+4,418	New	+$443K	0.05%	121
2024 Q4	–	Sell	-7,057	Closed	-$715K	–	187
2024 Q3	$715K	Sell	7,057 -331	-4%	-$33K	0.1%	71
2024 Q2	$717K	Sell	7,388 -70	-0.9%	-$6.76K	0.12%	67
2024 Q1	$730K	Buy	7,458 +9	+0.1%	+$881	0.13%	66
2023 Q4	$739K	Buy	7,449 +1,548	+26%	+$147K	0.14%	62
2023 Q3	$555K	Buy	+5,901	New	+$568K	0.13%	70

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Howard Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.64% in Q2 2026, buying an estimated $1.68K and bringing the position to 2,662 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #204.

Howard Financial Services first reported a position in AGG in Q3 2023 and has held it in 8 quarters since. The position peaked at $739K in Q4 2023. 644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Howard Financial Services held 2,662 shares of iShares Core US Aggregate Bond ETF worth $264K as of Q2 2026.
Howard Financial Services bought 17 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.68K.
iShares Core US Aggregate Bond ETF made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #204 holding.
Howard Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Howard Financial Services's iShares Core US Aggregate Bond ETF position peaked at $739K in Q4 2023.
644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.