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Keystone Financial Group (Kentucky)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Keystone Financial Group (Kentucky)’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 		$218K Buy
2,199
+5
+0.2% +$495 0.01% 510
2026
Q1 		$218K Buy
2,194
+4
+0.2% +$400 0.01% 472
2025
Q4 		$219K Buy
+2,190
New +$220K 0.02% 416
2025
Q3 		– Sell
-2,302
Closed -$228K – 426
2025
Q2 		$228K Sell
2,302
-7,267
-76% -$712K 0.02% 370
2025
Q1 		$947K Sell
9,569
-8,234
-46% -$805K 0.1% 150
2024
Q4 		$1.73M Buy
17,803
+14,186
+392% +$1.4M 0.17% 100
2024
Q3 		$366K Buy
+3,617
New +$361K 0.05% 246
2024
Q2 		– Sell
-3,114
Closed -$305K – 171
2024
Q1 		$305K Buy
3,114
+403
+15% +$39.4K 0.04% 255
2023
Q4 		$269K Sell
2,711
-84
-3% -$7.99K 0.05% 232
2023
Q3 		$263K Buy
+2,795
New +$269K 0.04% 231
2021
Q2 		– Sell
-2,334
Closed -$266K – 290
2021
Q1 		$266K Sell
2,334
-36,248
-94% -$4.2M 0.05% 237
2020
Q4 		$4.56M Buy
+38,582
New +$4.54M 0.95% 25
2018
Q4 		– Sell
-2,085
Closed -$219K – 181
2018
Q3 		$219K Sell
2,085
-378
-15% -$40.1K 0.09% 174
2018
Q2 		$261K Sell
2,463
-331
-12% -$35.1K 0.15% 130
2018
Q1 		$299K Sell
2,794
-126,283
-98% -$13.6M 0.17% 113
2017
Q4 		$9.72M Buy
+129,077
New +$14.1M 6.04% 4

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

Keystone Financial Group (Kentucky)'s AGG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.23% in Q2 2026, buying an estimated $495 and bringing the position to 2,199 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #510.

Keystone Financial Group (Kentucky) first reported a position in AGG in Q4 2017 and has held it in 16 quarters since. The position peaked at $9.72M in Q4 2017. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,199 shares of iShares Core US Aggregate Bond ETF worth $218K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 5 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $495.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #510 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 16 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Core US Aggregate Bond ETF position peaked at $9.72M in Q4 2017.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.