Caliber Wealth Management (Kansas)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Caliber Wealth Management (Kansas)’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	$30.6M	Buy	308,699 +4,377	+1%	+$433K	2.95%	5
2026 Q1	$30.2M	Buy	304,322 +34,027	+13%	+$3.4M	3.31%	3
2025 Q4	$27M	Buy	270,295 +5,192	+2%	+$521K	2.91%	5
2025 Q3	$26.6M	Buy	265,103 +13,021	+5%	+$1.29M	2.96%	5
2025 Q2	$25M	Buy	252,082 +147,154	+140%	+$14.4M	2.69%	6
2025 Q1	$10.4M	Buy	+104,928	New	+$10.3M	1.42%	16

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s AGG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q2 2026, buying an estimated $433K and bringing the position to 308,699 shares worth $30.6M. The position accounts for 2.95% of the portfolio, ranked #5.

Caliber Wealth Management (Kansas) first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. 2,095 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Caliber Wealth Management (Kansas) held 308,699 shares of iShares Core US Aggregate Bond ETF worth $30.6M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 4,377 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $433K.
iShares Core US Aggregate Bond ETF made up 2.95% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #5 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.