HIA
AGG icon

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
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 $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HTG Investment Advisors's AGG Position: Q1 2026 in Review

HTG Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.2% in Q1 2026, buying an estimated $981K and bringing the position to 129,859 shares worth $12.9M. The position accounts for 3.67% of the portfolio, ranked #10.

HTG Investment Advisors first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • HTG Investment Advisors held 129,859 shares of iShares Core US Aggregate Bond ETF worth $12.9M as of Q1 2026.
  • HTG Investment Advisors bought 9,805 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $981K.
  • iShares Core US Aggregate Bond ETF made up 3.67% of HTG Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • HTG Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.