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

Mountain Hill 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
Q2 		$1.87K Hold
19
– – ﹤0.01% 136
2026
Q1 		$1.85K Hold
19
– – ﹤0.01% 137
2025
Q4 		$1.85K Buy
19
+1
+6% +$100 ﹤0.01% 159
2025
Q3 		$1.84K Hold
18
– – ﹤0.01% 166
2025
Q2 		$1.8K Hold
18
– – ﹤0.01% 124
2025
Q1 		$1.78K Hold
18
– – ﹤0.01% 128
2024
Q4 		$1.73K Buy
+18
New +$1.77K ﹤0.01% 133

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

Mountain Hill Investment Partners's AGG Position: Q2 2026 in Review

Mountain Hill Investment Partners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 19 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Mountain Hill Investment Partners first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Mountain Hill Investment Partners held 19 shares of iShares Core US Aggregate Bond ETF worth $1.87K as of Q2 2026.
  • Mountain Hill Investment Partners left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #136 holding.
  • Mountain Hill Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.