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Key Financial Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Key Financial Inc’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 		$205K Sell
2,069
-1,119
-35% -$111K 0.03% 294
2026
Q1 		$317K Hold
3,188
– – 0.06% 230
2025
Q4 		$318K Sell
3,188
-167
-5% -$16.8K 0.06% 229
2025
Q3 		$336K Buy
3,355
+1,518
+83% +$151K 0.06% 222
2025
Q2 		$182K Buy
1,837
+53
+3% +$5.19K 0.04% 292
2025
Q1 		$176K Buy
1,784
+21
+1% +$2.05K 0.04% 283
2024
Q4 		$171K Buy
1,763
+239
+16% +$23.5K 0.04% 273
2024
Q3 		$154K Hold
1,524
– – 0.03% 278
2024
Q2 		$148K Sell
1,524
-6
-0.4% -$579 0.04% 272
2024
Q1 		$150K Buy
1,530
+7
+0.5% +$685 0.04% 256
2023
Q4 		$151K Sell
1,523
-154
-9% -$14.7K 0.04% 246
2023
Q3 		$158K Buy
1,677
+153
+10% +$14.7K 0.05% 230
2023
Q2 		$149K Buy
1,524
+154
+11% +$15.2K 0.05% 241
2023
Q1 		$137K Buy
1,370
+104
+8% +$10.3K 0.05% 238
2022
Q4 		$122K Hold
1,266
– – 0.06% 225
2022
Q3 		$122K Buy
1,266
+571
+82% +$57.7K 0.06% 228
2022
Q2 		$71K Sell
695
-635
-48% -$65.3K 0.04% 298
2022
Q1 		$142K Buy
1,330
+214
+19% +$23.6K 0.07% 206
2021
Q4 		$127K Sell
1,116
-24
-2% -$2.75K 0.06% 201
2021
Q3 		$131K Hold
1,140
– – 0.07% 188
2021
Q2 		$133K Buy
1,140
+97
+9% +$11.1K 0.07% 188
2021
Q1 		$119K Sell
1,043
-29
-3% -$3.36K 0.08% 178
2020
Q4 		$127K Buy
+1,072
New +$126K 0.09% 163
2020
Q2 		– Sell
-626
Closed -$72K – 110
2020
Q1 		$72K Buy
+626
New +$71.3K 0.07% 185

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 22.96% 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

Key Financial Inc's AGG Position: Q2 2026 in Review

Key Financial Inc reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 35% in Q2 2026, selling an estimated $111K and leaving 2,069 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #294.

Key Financial Inc first reported a position in AGG in Q1 2020 and has held it in 24 quarters since. The position peaked at $336K in Q3 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Key Financial Inc held 2,069 shares of iShares Core US Aggregate Bond ETF worth $205K as of Q2 2026.
  • Key Financial Inc sold 1,119 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $111K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #294 holding.
  • Key Financial Inc first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's iShares Core US Aggregate Bond ETF position peaked at $336K in Q3 2025.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.