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Stonehearth Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stonehearth Capital Management’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 		– Sell
-3,078
Closed -$306K – 97
2026
Q1 		$306K Sell
3,078
-48
-2% -$4.8K 0.12% 67
2025
Q4 		$312K Buy
3,126
+41
+1% +$4.11K 0.12% 68
2025
Q3 		$309K Buy
+3,085
New +$306K 0.12% 69

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Stonehearth Capital Management's AGG Position: Q2 2026 in Review

Stonehearth Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 3,078 shares — an estimated $306K sold.

Stonehearth Capital Management first reported a position in AGG in Q3 2025 and held it in 3 quarters. The position peaked at $312K in Q4 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Stonehearth Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stonehearth Capital Management sold 3,078 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $306K.
  • Stonehearth Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Stonehearth Capital Management's iShares Core US Aggregate Bond ETF position peaked at $312K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.