Ken Fisher
AGG icon

Ken Fisher’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ken Fisher’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 		$127M Buy
1,275,623
+6,181
+0.5% +$618K 0.04% 151
2025
Q4 		$127M Buy
1,269,442
+91,607
+8% +$9.19M 0.04% 151
2025
Q3 		$118M Buy
1,177,835
+54,196
+5% +$5.38M 0.04% 153
2025
Q2 		$111M Buy
1,123,639
+76,751
+7% +$7.52M 0.04% 153
2025
Q1 		$104M Buy
1,046,888
+27,386
+3% +$2.68M 0.04% 153
2024
Q4 		$98.8M Buy
1,019,502
+118,202
+13% +$11.6M 0.04% 167
2024
Q3 		$91.3M Buy
901,300
+46,389
+5% +$4.63M 0.04% 166
2024
Q2 		$83M Buy
854,911
+16,264
+2% +$1.57M 0.04% 179
2024
Q1 		$82.1M Sell
838,647
-2,638
-0.3% -$258K 0.04% 179
2023
Q4 		$83.5M Buy
841,285
+28,132
+3% +$2.68M 0.04% 178
2023
Q3 		$76.5M Sell
813,153
-27,583
-3% -$2.66M 0.04% 206
2023
Q2 		$82.4M Buy
840,736
+51,252
+6% +$5.07M 0.05% 212
2023
Q1 		$78.7M Buy
789,484
+52,941
+7% +$5.23M 0.05% 210
2022
Q4 		$71.4M Buy
736,543
+306,433
+71% +$29.6M 0.05% 205
2022
Q3 		$41.4M Sell
430,110
-22,478
-5% -$2.27M 0.03% 260
2022
Q2 		$46M Buy
452,588
+31,061
+7% +$3.19M 0.03% 232
2022
Q1 		$45.1M Buy
421,527
+29,467
+8% +$3.24M 0.03% 252
2021
Q4 		$44.7M Buy
392,060
+30,055
+8% +$3.44M 0.03% 256
2021
Q3 		$41.6M Buy
362,005
+22,564
+7% +$2.62M 0.03% 253
2021
Q2 		$39.1M Buy
339,441
+36,088
+12% +$4.13M 0.02% 255
2021
Q1 		$34.5M Sell
303,353
-187,985
-38% -$21.8M 0.02% 263
2020
Q4 		$58.1M Buy
491,338
+240,742
+96% +$28.4M 0.04% 210
2020
Q3 		$29.6M Buy
250,596
+13,327
+6% +$1.58M 0.03% 243
2020
Q2 		$28M Buy
237,269
+25,348
+12% +$2.97M 0.03% 249
2020
Q1 		$24.4M Buy
211,921
+11,830
+6% +$1.35M 0.03% 228
2019
Q4 		$22.5M Buy
200,091
+18,866
+10% +$2.13M 0.02% 265
2019
Q3 		$20.5M Buy
181,225
+19,312
+12% +$2.17M 0.02% 286
2019
Q2 		$18M Buy
161,913
+24,565
+18% +$2.69M 0.02% 306
2019
Q1 		$15M Buy
137,348
+23,070
+20% +$2.47M 0.02% 313
2018
Q4 		$12.2M Buy
114,278
+24,026
+27% +$2.52M 0.02% 320
2018
Q3 		$9.52M Buy
90,252
+14,348
+19% +$1.52M 0.01% 354
2018
Q2 		$8.07M Buy
75,904
+15,259
+25% +$1.62M 0.01% 371
2018
Q1 		$6.5M Buy
60,645
+11,475
+23% +$1.23M 0.01% 384
2017
Q4 		$5.38M Buy
49,170
+10,867
+28% +$1.19M 0.01% 416
2017
Q3 		$4.2M Buy
38,303
+11,685
+44% +$1.28M 0.01% 417
2017
Q2 		$2.92M Buy
26,618
+12,413
+87% +$1.36M ﹤0.01% 431
2017
Q1 		$1.54M Buy
14,205
+7,367
+108% +$797K ﹤0.01% 478
2016
Q4 		$739K Buy
+6,838
New +$749K ﹤0.01% 528
2016
Q3 		– Sell
-4,338
Closed -$490K – 733
2016
Q2 		$490K Buy
+4,338
New +$482K ﹤0.01% 562
2014
Q3 		– Sell
-2,350
Closed -$257K – 552
2014
Q2 		$257K Buy
+2,350
New +$255K ﹤0.01% 491
2013
Q4 		– Sell
-2,638
Closed -$283K – 528
2013
Q3 		$283K Buy
2,638
+284
+12% +$30.3K ﹤0.01% 435
2013
Q2 		$252K Buy
+2,354
New +$259K ﹤0.01% 439

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

Ken Fisher's AGG Position: Q1 2026 in Review

Ken Fisher increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.49% in Q1 2026, buying an estimated $618K and bringing the position to 1,275,623 shares worth $127M. The position accounts for 0.04% of the portfolio, ranked #151.

Ken Fisher first reported a position in AGG in Q2 2013 and has held it in 42 quarters since. The position peaked at $127M in Q4 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Ken Fisher held 1,275,623 shares of iShares Core US Aggregate Bond ETF worth $127M as of Q1 2026.
  • Ken Fisher bought 6,181 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $618K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Ken Fisher's portfolio in Q1 2026, its #151 holding.
  • Ken Fisher first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 42 quarters since.
  • Ken Fisher's iShares Core US Aggregate Bond ETF position peaked at $127M in Q4 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.