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HUB Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HUB Investment Partners’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 		$5.08M Buy
51,174
+44,926
+719% +$4.49M 0.12% 151
2025
Q4 		$624K Sell
6,248
-2,468
-28% -$248K 0.02% 426
2025
Q3 		$874K Buy
8,716
+4,422
+103% +$439K 0.03% 299
2025
Q2 		$426K Sell
4,294
-1,641
-28% -$161K 0.01% 419
2025
Q1 		$587K Sell
5,935
-337
-5% -$32.9K 0.02% 309
2024
Q4 		$608K Buy
6,272
+1,215
+24% +$120K 0.03% 292
2024
Q3 		$512K Sell
5,057
-276
-5% -$27.5K 0.02% 292
2024
Q2 		$518K Sell
5,333
-2,313
-30% -$223K 0.02% 273
2024
Q1 		$749K Buy
7,646
+757
+11% +$74.1K 0.04% 216
2023
Q4 		$684K Buy
6,889
+2,113
+44% +$201K 0.05% 200
2023
Q3 		$449K Sell
4,776
-14
-0.3% -$1.35K 0.07% 149
2023
Q2 		$469K Sell
4,790
-1,500
-24% -$148K 0.08% 139
2023
Q1 		$627K Buy
6,290
+900
+17% +$88.9K 0.13% 114
2022
Q4 		$523K Sell
5,390
-45
-0.8% -$4.35K 0.11% 84
2022
Q3 		$524K Sell
5,435
-396
-7% -$40K 0.16% 100
2022
Q2 		$593K Sell
5,831
-1,703
-23% -$175K 0.19% 99
2022
Q1 		$807K Sell
7,534
-506
-6% -$55.7K 0.19% 99
2021
Q4 		$917K Sell
8,040
-1,789
-18% -$205K 0.21% 93
2021
Q3 		$1.13M Buy
9,829
+2,233
+29% +$259K 0.27% 91
2021
Q2 		$876K Sell
7,596
-11,468
-60% -$1.31M 0.23% 94
2021
Q1 		$2.17M Buy
+19,064
New +$2.21M 0.64% 41

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

HUB Investment Partners's AGG Position: Q1 2026 in Review

HUB Investment Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 719% in Q1 2026, buying an estimated $4.49M and bringing the position to 51,174 shares worth $5.08M. The position accounts for 0.12% of the portfolio, ranked #151.

HUB Investment Partners first reported a position in AGG in Q1 2021 and has held it in 21 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • HUB Investment Partners held 51,174 shares of iShares Core US Aggregate Bond ETF worth $5.08M as of Q1 2026.
  • HUB Investment Partners bought 44,926 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $4.49M.
  • iShares Core US Aggregate Bond ETF made up 0.12% of HUB Investment Partners's portfolio in Q1 2026, its #151 holding.
  • HUB Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.