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KB Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

KB Financial Partners’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
2023
Q3 		$291K Hold
3,093
– – 0.08% 146
2023
Q2 		$303K Hold
3,093
– – 0.08% 152
2023
Q1 		$308K Sell
3,093
-23,279
-88% -$2.3M 0.09% 136
2022
Q4 		$2.56M Buy
+26,372
New +$2.55M 0.87% 10

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KB Financial Partners's AGG Position: Q3 2023 in Review

KB Financial Partners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2023 at 3,093 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #146.

KB Financial Partners first reported a position in AGG in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.56M in Q4 2022. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

  • KB Financial Partners held 3,093 shares of iShares Core US Aggregate Bond ETF worth $291K as of Q3 2023.
  • KB Financial Partners left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2023.
  • iShares Core US Aggregate Bond ETF made up 0.08% of KB Financial Partners's portfolio in Q3 2023, its #146 holding.
  • KB Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • KB Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $2.56M in Q4 2022.
  • 1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.