KCM
AGG icon

Key Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Key Capital 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 		$21.4K Sell
216
-151
-41% -$14.9K 0.01% 245
2026
Q1 		$36.4K Buy
367
+144
+65% +$14.4K 0.02% 183
2025
Q4 		$22.3K Buy
+223
New +$22.4K 0.02% 211

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Key Capital Management's AGG Position: Q2 2026 in Review

Key Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 41% in Q2 2026, selling an estimated $14.9K and leaving 216 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #245.

Key Capital Management first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.4K in Q1 2026. 1,355 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Key Capital Management held 216 shares of iShares Core US Aggregate Bond ETF worth $21.4K as of Q2 2026.
  • Key Capital Management sold 151 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $14.9K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #245 holding.
  • Key Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's iShares Core US Aggregate Bond ETF position peaked at $36.4K in Q1 2026.
  • 1,355 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.