Hoxton Planning & Management
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Hoxton Planning & Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hoxton Planning & 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 		$2.74M Sell
28,960
-35
-0.1% -$3.4K 0.7% 35
2026
Q2 		$2.87M Buy
28,995
+265
+0.9% +$26.2K 0.75% 28
2026
Q1 		$2.85M Buy
28,730
+1,225
+4% +$123K 0.86% 27
2025
Q4 		$2.75M Sell
27,505
-721
-3% -$72.3K 0.82% 28
2025
Q3 		$2.83M Sell
28,226
-1,551
-5% -$154K 0.91% 25
2025
Q2 		$2.95M Sell
29,777
-840
-3% -$82.3K 1.02% 21
2025
Q1 		$3.03M Sell
30,617
-834
-3% -$81.5K 1.16% 17
2024
Q4 		$3.05M Buy
31,451
+1,779
+6% +$175K 1.16% 15
2024
Q3 		$3M Buy
29,672
+3,916
+15% +$391K 1.16% 16
2024
Q2 		$2.5M Buy
25,756
+1,926
+8% +$186K 1.16% 16
2024
Q1 		$2.33M Buy
23,830
+188
+0.8% +$18.4K 1.12% 16
2023
Q4 		$2.35M Sell
23,642
-10,386
-31% -$988K 1.24% 16
2023
Q3 		$3.2M Sell
34,028
-20,445
-38% -$1.97M 2.07% 9
2023
Q2 		$5.34M Sell
54,473
-8,767
-14% -$867K 3.3% 4
2023
Q1 		$6.3M Sell
63,240
-9,966
-14% -$985K 3.47% 5
2022
Q4 		$7.1M Buy
+73,206
New +$7.08M 3.77% 4

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

Hoxton Planning & Management's AGG Position: Q3 2026 in Review

Hoxton Planning & Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.12% in Q3 2026, selling an estimated $3.4K and leaving 28,960 shares worth $2.74M. The position accounts for 0.7% of the portfolio, ranked #35.

Hoxton Planning & Management first reported a position in AGG in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.1M in Q4 2022. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Hoxton Planning & Management held 28,960 shares of iShares Core US Aggregate Bond ETF worth $2.74M as of Q3 2026.
  • Hoxton Planning & Management sold 35 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $3.4K.
  • iShares Core US Aggregate Bond ETF made up 0.7% of Hoxton Planning & Management's portfolio in Q3 2026, its #35 holding.
  • Hoxton Planning & Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares Core US Aggregate Bond ETF position peaked at $7.1M in Q4 2022.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.