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HTG Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HTG Investment Advisors’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 		$10.3M Sell
103,848
-26,011
-20% -$2.57M 2.64% 16
2026
Q1 		$12.9M Buy
129,859
+9,805
+8% +$981K 3.67% 10
2025
Q4 		$12M Buy
120,054
+5,018
+4% +$504K 3.68% 10
2025
Q3 		$11.5M Buy
115,036
+1,309
+1% +$130K 3.88% 10
2025
Q2 		$11.3M Buy
113,727
+3,860
+4% +$378K 4.2% 9
2025
Q1 		$10.9M Buy
109,867
+4,949
+5% +$484K 4.53% 9
2024
Q4 		$10.2M Buy
104,918
+5,538
+6% +$545K 4.65% 8
2024
Q3 		$10.1M Buy
99,380
+8,199
+9% +$818K 4.75% 8
2024
Q2 		$8.85M Buy
91,181
+6,205
+7% +$599K 4.77% 8
2024
Q1 		$8.32M Buy
84,976
+9,664
+13% +$946K 4.83% 6
2023
Q4 		$7.47M Buy
75,312
+11,530
+18% +$1.1M 4.88% 6
2023
Q3 		$6M Buy
63,782
+20,421
+47% +$1.97M 4.81% 6
2023
Q2 		$4.25M Buy
43,361
+15,164
+54% +$1.5M 3.51% 9
2023
Q1 		$2.81M Sell
28,197
-1,447
-5% -$143K 2.56% 9
2022
Q4 		$2.88M Buy
+29,644
New +$2.87M 2.91% 9

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HTG Investment Advisors's AGG Position: Q2 2026 in Review

HTG Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, selling an estimated $2.57M and leaving 103,848 shares worth $10.3M. The position accounts for 2.64% of the portfolio, ranked #16.

HTG Investment Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q1 2026. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • HTG Investment Advisors held 103,848 shares of iShares Core US Aggregate Bond ETF worth $10.3M as of Q2 2026.
  • HTG Investment Advisors sold 26,011 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.57M.
  • iShares Core US Aggregate Bond ETF made up 2.64% of HTG Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • HTG Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • HTG Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $12.9M in Q1 2026.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.