Kestra Investment Management
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Kestra Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kestra 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 		$450K Buy
+4,545
New +$450K 0.01% 334
2026
Q1 		– Sell
-4,135
Closed -$413K – 442
2025
Q4 		$413K Sell
4,135
-1
-0% -$100 0.01% 310
2025
Q3 		$415K Buy
+4,136
New +$410K 0.01% 302
2025
Q1 		– Sell
-5,569
Closed -$540K – 906
2024
Q4 		$540K Buy
+5,569
New +$549K 0.02% 216

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Investment Management's AGG Position: Q2 2026 in Review

Kestra Investment Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 4,545 shares worth $450K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in AGG as recently as Q4 2025.

Kestra Investment Management first reported a position in AGG in Q4 2024 and has held it in 4 quarters since. The position peaked at $540K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Kestra Investment Management held 4,545 shares of iShares Core US Aggregate Bond ETF worth $450K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Kestra Investment Management position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #334 holding.
  • Kestra Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Kestra Investment Management's iShares Core US Aggregate Bond ETF position peaked at $540K in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.