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Redhawk Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Redhawk Wealth 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 		$466K Buy
4,713
+1,912
+68% +$189K 0.05% 262
2026
Q1 		$278K Buy
2,801
+378
+16% +$37.8K 0.03% 309
2025
Q4 		$242K Buy
2,423
+202
+9% +$20.3K 0.03% 331
2025
Q3 		$223K Buy
2,221
+6
+0.3% +$595 0.03% 321
2025
Q2 		$220K Buy
2,215
+7
+0.3% +$686 0.03% 311
2025
Q1 		$218K Sell
2,208
-5,237
-70% -$512K 0.03% 274
2024
Q4 		$721K Buy
7,445
+191
+3% +$18.8K 0.1% 157
2024
Q3 		$735K Buy
7,254
+5,024
+225% +$501K 0.1% 155
2024
Q2 		$217K Buy
2,230
+77
+4% +$7.43K 0.03% 281
2024
Q1 		$211K Buy
+2,153
New +$211K 0.03% 292
2022
Q3 		– Sell
-2,568
Closed -$261K – 155
2022
Q2 		$261K Sell
2,568
-236
-8% -$24.3K 0.12% 139
2022
Q1 		$300K Sell
2,804
-387
-12% -$42.6K 0.08% 162
2021
Q4 		$364K Sell
3,191
-1,520
-32% -$174K 0.09% 153
2021
Q3 		$541K Sell
4,711
-6,601
-58% -$765K 0.15% 102
2021
Q2 		$1.3M Sell
11,312
-1,368
-11% -$157K 0.29% 76
2021
Q1 		$1.44M Sell
12,680
-15,539
-55% -$1.8M 0.36% 63
2020
Q4 		$3.33M Buy
28,219
+1,021
+4% +$120K 0.85% 37
2020
Q3 		$3.21M Buy
27,198
+13,402
+97% +$1.59M 0.93% 33
2020
Q2 		$1.63M Sell
13,796
-12,677
-48% -$1.48M 0.57% 47
2020
Q1 		$3.05M Buy
26,473
+12,588
+91% +$1.43M 1.37% 24
2019
Q4 		$1.56M Buy
+13,885
New +$1.56M 0.58% 44
2019
Q3 		– Sell
-235
Closed -$26K – 143
2019
Q2 		$26K Buy
+235
New +$25.7K 0.01% 306

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

Redhawk Wealth Advisors's AGG Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 68% in Q2 2026, buying an estimated $189K and bringing the position to 4,713 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #262.

Redhawk Wealth Advisors first reported a position in AGG in Q2 2019 and has held it in 22 quarters since. The position peaked at $3.33M in Q4 2020. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Redhawk Wealth Advisors held 4,713 shares of iShares Core US Aggregate Bond ETF worth $466K as of Q2 2026.
  • Redhawk Wealth Advisors bought 1,912 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $189K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • Redhawk Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 22 quarters since.
  • Redhawk Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.33M in Q4 2020.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.