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BKM Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BKM Wealth 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
Q1 		$591K Buy
5,953
+93
+2% +$9.3K 0.22% 97
2025
Q4 		$585K Buy
5,860
+152
+3% +$15.3K 0.21% 97
2025
Q3 		$572K Buy
5,708
+462
+9% +$45.8K 0.21% 98
2025
Q2 		$520K Sell
5,246
-53
-1% -$5.19K 0.2% 103
2025
Q1 		$524K Sell
5,299
-1,276
-19% -$125K 0.22% 108
2024
Q4 		$637K Sell
6,575
-9,893
-60% -$974K 0.26% 89
2024
Q3 		$1.67M Sell
16,468
-106
-0.6% -$10.6K 0.68% 45
2024
Q2 		$1.61M Buy
16,574
+3,205
+24% +$309K 0.77% 40
2024
Q1 		$1.31M Buy
13,369
+4,585
+52% +$449K 0.56% 57
2023
Q4 		$872K Buy
+8,784
New +$836K 0.37% 73

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

BKM Wealth Management's AGG Position: Q1 2026 in Review

BKM Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q1 2026, buying an estimated $9.3K and bringing the position to 5,953 shares worth $591K. The position accounts for 0.22% of the portfolio, ranked #97.

BKM Wealth Management first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q3 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • BKM Wealth Management held 5,953 shares of iShares Core US Aggregate Bond ETF worth $591K as of Q1 2026.
  • BKM Wealth Management bought 93 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $9.3K.
  • iShares Core US Aggregate Bond ETF made up 0.22% of BKM Wealth Management's portfolio in Q1 2026, its #97 holding.
  • BKM Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.67M in Q3 2024.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.