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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Hoxton Planning & Management's AGG Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.92% in Q2 2026, buying an estimated $26.2K and bringing the position to 28,995 shares worth $2.87M. The position accounts for 0.75% of the portfolio, ranked #28.

Hoxton Planning & Management first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.1M in Q4 2022. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hoxton Planning & Management held 28,995 shares of iShares Core US Aggregate Bond ETF worth $2.87M as of Q2 2026.
  • Hoxton Planning & Management bought 265 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $26.2K.
  • iShares Core US Aggregate Bond ETF made up 0.75% of Hoxton Planning & Management's portfolio in Q2 2026, its #28 holding.
  • Hoxton Planning & Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's iShares Core US Aggregate Bond ETF position peaked at $7.1M in Q4 2022.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.