Gerber Kawasaki Wealth & Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$138M	Buy	1,395,122 +149,859	+12%	+$14.8M	3.69%	6
2026 Q1	$124M	Buy	1,245,263 +171,680	+16%	+$17.2M	3.94%	6
2025 Q4	$107M	Buy	1,073,583 +83,820	+8%	+$8.41M	3.74%	6
2025 Q3	$99.2M	Buy	989,763 +139,045	+16%	+$13.8M	3.41%	6
2025 Q2	$84.4M	Buy	850,718 +3,438	+0.4%	+$337K	3.26%	7
2025 Q1	$83.8M	Buy	847,280 +81,359	+11%	+$7.95M	3.77%	5
2024 Q4	$74.2M	Buy	765,921 +40,228	+6%	+$3.96M	3.23%	7
2024 Q3	$73.5M	Buy	725,693 +87,153	+14%	+$8.7M	3.38%	6
2024 Q2	$62M	Buy	638,540 +602,849	+1,689%	+$58.2M	3.1%	6
2024 Q1	$3.5M	Buy	35,691 +2,735	+8%	+$268K	0.19%	78
2023 Q4	$3.27M	Sell	32,956 -10,364	-24%	-$986K	0.2%	80
2023 Q3	$4.07M	Sell	43,320 -3,702	-8%	-$357K	0.28%	69
2023 Q2	$4.61M	Buy	47,022 +9,398	+25%	+$929K	0.31%	63
2023 Q1	$3.75M	Buy	37,624 +3,458	+10%	+$342K	0.3%	67
2022 Q4	$3.31M	Buy	34,166 +29,788	+680%	+$2.88M	0.29%	72
2022 Q3	$421K	Buy	+4,378	New	+$443K	0.04%	165
2022 Q2	–	Sell	-1,941	Closed	-$207K	–	242
2022 Q1	$207K	Sell	1,941 -244	-11%	-$26.9K	0.02%	247
2021 Q4	$249K	Buy	2,185 +2,149	+5,969%	+$246K	0.02%	232
2021 Q3	$36K	Sell	36 -4,470	-99%	-$518K	﹤0.01%	365
2021 Q2	$519K	Buy	4,506 +212	+5%	+$24.3K	0.05%	145
2021 Q1	$488K	Sell	4,294 -1,488	-26%	-$172K	0.06%	133
2020 Q4	$683K	Buy	+5,782	New	+$681K	0.09%	96
2020 Q3	–	Sell	-4,111	Closed	-$485K	–	130
2020 Q2	$485K	Buy	+4,111	New	+$481K	0.11%	90
2018 Q1	–	Sell	-9,849	Closed	-$1.08M	–	117
2017 Q4	$1.08M	Buy	9,849 +3,988	+68%	+$436K	0.37%	53
2017 Q3	$641K	Buy	5,861 +2,657	+83%	+$292K	0.23%	64
2017 Q2	$349K	Buy	+3,204	New	+$350K	0.13%	87

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

Gerber Kawasaki Wealth & Investment Management's AGG Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $14.8M and bringing the position to 1,395,122 shares worth $138M. The position accounts for 3.69% of the portfolio, ranked #6.

Gerber Kawasaki Wealth & Investment Management first reported a position in AGG in Q2 2017 and has held it in 26 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,395,122 shares of iShares Core US Aggregate Bond ETF worth $138M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 149,859 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $14.8M.
iShares Core US Aggregate Bond ETF made up 3.69% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #6 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 26 quarters since.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.