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Christensen King & Associates Investment Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Christensen King & Associates Investment Services’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 		$2.47M Sell
24,905
-101
-0.4% -$9.99K 0.98% 22
2026
Q1 		$2.48M Buy
25,006
+772
+3% +$77.2K 1.07% 21
2025
Q4 		$2.42M Sell
24,234
-441
-2% -$44.3K 1.03% 23
2025
Q3 		$2.47M Buy
24,675
+199
+0.8% +$19.7K 1.06% 23
2025
Q2 		$2.43M Sell
24,476
-698
-3% -$68.4K 1.11% 20
2025
Q1 		$2.48M Buy
25,174
+86
+0.3% +$8.41K 1.18% 21
2024
Q4 		$2.43M Buy
25,088
+2,274
+10% +$224K 1.14% 22
2024
Q3 		$2.31M Sell
22,814
-1,365
-6% -$136K 1.09% 21
2024
Q2 		$2.35M Sell
24,179
-1,285
-5% -$124K 1.16% 21
2024
Q1 		$2.49M Sell
25,464
-596
-2% -$58.3K 1.25% 18
2023
Q4 		$2.59M Buy
+26,060
New +$2.48M 1.38% 18

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Christensen King & Associates Investment Services's AGG Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.4% in Q2 2026, selling an estimated $9.99K and leaving 24,905 shares worth $2.47M. The position accounts for 0.98% of the portfolio, ranked #22.

Christensen King & Associates Investment Services first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q4 2023. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Christensen King & Associates Investment Services held 24,905 shares of iShares Core US Aggregate Bond ETF worth $2.47M as of Q2 2026.
  • Christensen King & Associates Investment Services sold 101 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.99K.
  • iShares Core US Aggregate Bond ETF made up 0.98% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #22 holding.
  • Christensen King & Associates Investment Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Christensen King & Associates Investment Services's iShares Core US Aggregate Bond ETF position peaked at $2.59M in Q4 2023.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.