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

HRC 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 		$945K Sell
9,552
-878
-8% -$86.9K 0.39% 23
2026
Q1 		$1.04M Buy
10,430
+1,689
+19% +$169K 0.49% 16
2025
Q4 		$873K Sell
8,741
-94
-1% -$9.43K 0.42% 20
2025
Q3 		$886K Sell
8,835
-229
-3% -$22.7K 0.43% 18
2025
Q2 		$899K Sell
9,064
-700
-7% -$68.6K 0.48% 17
2025
Q1 		$966K Sell
9,764
-23
-0.2% -$2.25K 0.6% 12
2024
Q4 		$948K Buy
9,787
+63
+0.6% +$6.21K 0.56% 14
2024
Q3 		$985K Sell
9,724
-346
-3% -$34.5K 0.64% 12
2024
Q2 		$977K Sell
10,070
-502
-5% -$48.5K 0.67% 13
2024
Q1 		$1.04M Sell
10,572
-344
-3% -$33.7K 0.76% 11
2023
Q4 		$1.08M Buy
+10,916
New +$1.04M 0.93% 10

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

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

HRC Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.4% in Q2 2026, selling an estimated $86.9K and leaving 9,552 shares worth $945K. The position accounts for 0.39% of the portfolio, ranked #23.

HRC Wealth Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • HRC Wealth Management held 9,552 shares of iShares Core US Aggregate Bond ETF worth $945K as of Q2 2026.
  • HRC Wealth Management sold 878 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $86.9K.
  • iShares Core US Aggregate Bond ETF made up 0.39% of HRC Wealth Management's portfolio in Q2 2026, its #23 holding.
  • HRC Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • HRC Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.08M in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.