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Kestra Private Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kestra Private Wealth 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
Q1 		$62.5M Buy
629,384
+8,094
+1% +$810K 0.77% 21
2025
Q4 		$62.1M Buy
621,290
+8,398
+1% +$843K 0.77% 22
2025
Q3 		$61.4M Sell
612,892
-86
-0% -$8.53K 0.8% 21
2025
Q2 		$60.8M Sell
612,978
-24,970
-4% -$2.45M 0.87% 16
2025
Q1 		$63.1M Buy
637,948
+2,526
+0.4% +$247K 1.05% 12
2024
Q4 		$61.6M Buy
635,422
+40,411
+7% +$3.98M 1.05% 13
2024
Q3 		$60.3M Buy
595,011
+106,111
+22% +$10.6M 1.1% 11
2024
Q2 		$47.5M Buy
488,900
+425
+0.1% +$41K 0.95% 13
2024
Q1 		$47.8M Buy
488,475
+24,593
+5% +$2.41M 1.08% 9
2023
Q4 		$46M Buy
463,882
+189,854
+69% +$18.1M 1.17% 6
2023
Q3 		$25.8M Buy
274,028
+33,991
+14% +$3.27M 0.81% 14
2023
Q2 		$23.5M Buy
240,037
+55,329
+30% +$5.47M 0.81% 15
2023
Q1 		$18.4M Buy
184,708
+88,697
+92% +$8.77M 0.73% 18
2022
Q4 		$9.31M Buy
96,011
+12,547
+15% +$1.21M 0.47% 50
2022
Q3 		$8.04M Buy
83,464
+9,592
+13% +$970K 0.47% 45
2022
Q2 		$7.51M Buy
73,872
+15,085
+26% +$1.55M 0.43% 50
2022
Q1 		$6.3M Sell
58,787
-11,778
-17% -$1.3M 0.31% 77
2021
Q4 		$8.05M Buy
70,565
+45,148
+178% +$5.17M 0.39% 56
2021
Q3 		$2.92M Buy
25,417
+4,242
+20% +$492K 0.16% 143
2021
Q2 		$2.44M Sell
21,175
-58,275
-73% -$6.68M 0.15% 155
2021
Q1 		$9.04M Sell
79,450
-6,857
-8% -$794K 0.63% 26
2020
Q4 		$10.2M Buy
86,307
+38,663
+81% +$4.55M 0.75% 18
2020
Q3 		$5.7M Buy
+47,644
New +$5.65M 0.49% 44

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

Kestra Private Wealth Services's AGG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q1 2026, buying an estimated $810K and bringing the position to 629,384 shares worth $62.5M. The position accounts for 0.77% of the portfolio, ranked #21.

Kestra Private Wealth Services first reported a position in AGG in Q3 2020 and has held it in 23 quarters since. The position peaked at $63.1M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Kestra Private Wealth Services held 629,384 shares of iShares Core US Aggregate Bond ETF worth $62.5M as of Q1 2026.
  • Kestra Private Wealth Services bought 8,094 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $810K.
  • iShares Core US Aggregate Bond ETF made up 0.77% of Kestra Private Wealth Services's portfolio in Q1 2026, its #21 holding.
  • Kestra Private Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares Core US Aggregate Bond ETF position peaked at $63.1M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.