KFA Private Wealth Group
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KFA Private Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

KFA Private Wealth Group’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
Q3 		$3.39M Sell
35,823
-2,645
-7% -$257K 0.8% 25
2026
Q2 		$3.81M Sell
38,468
-43,907
-53% -$4.34M 0.92% 22
2026
Q1 		$8.18M Buy
82,375
+3,453
+4% +$345K 1.96% 13
2025
Q4 		$7.88M Sell
78,922
-1,316
-2% -$132K 1.92% 14
2025
Q3 		$8.04M Buy
80,238
+339
+0.4% +$33.6K 2.3% 11
2025
Q2 		$7.93M Buy
79,899
+809
+1% +$79.3K 2.46% 11
2025
Q1 		$7.82M Buy
79,090
+46,822
+145% +$4.58M 2.74% 9
2024
Q4 		$3.13M Buy
32,268
+21,728
+206% +$2.14M 1.31% 20
2024
Q3 		$1.07M Sell
10,540
-7,579
-42% -$756K 0.51% 28
2024
Q2 		$1.76M Sell
18,119
-3,863
-18% -$373K 0.91% 26
2024
Q1 		$2.15M Sell
21,982
-544
-2% -$53.2K 0.67% 25
2023
Q4 		$2.24M Sell
22,526
-395
-2% -$37.6K 0.8% 20
2023
Q3 		$2.16M Buy
22,921
+769
+3% +$74.1K 0.9% 19
2023
Q2 		$2.17M Buy
22,152
+2,497
+13% +$247K 0.9% 19
2023
Q1 		$1.96M Sell
19,655
-574
-3% -$56.7K 0.89% 18
2022
Q4 		$1.96M Sell
20,229
-4,051
-17% -$392K 1% 17
2022
Q3 		$2.34M Sell
24,280
-1,861
-7% -$188K 1.24% 18
2022
Q2 		$2.66M Sell
26,141
-14,402
-36% -$1.48M 1.47% 16
2022
Q1 		$4.34M Sell
40,543
-72,421
-64% -$7.97M 2.18% 13
2021
Q4 		$12.9M Sell
112,964
-1,668
-1% -$191K 6.41% 3
2021
Q3 		$13.2M Sell
114,632
-1,432
-1% -$166K 7.2% 3
2021
Q2 		$13.4M Buy
116,064
+3,837
+3% +$440K 7.31% 3
2021
Q1 		$12.8M Buy
112,227
+2,958
+3% +$343K 7.45% 3
2020
Q4 		$12.9M Buy
109,269
+3,727
+4% +$439K 8.2% 2
2020
Q3 		$12.5M Buy
105,542
+2,627
+3% +$312K 9.34% 2
2020
Q2 		$12.2M Buy
102,915
+2,671
+3% +$313K 11.7% 2
2020
Q1 		$11.6M Buy
100,244
+49,457
+97% +$5.64M 13.68% 2
2019
Q4 		$5.71M Buy
+50,787
New +$5.72M 5.24% 6

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

KFA Private Wealth Group's AGG Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.9% in Q3 2026, selling an estimated $257K and leaving 35,823 shares worth $3.39M. The position accounts for 0.8% of the portfolio, ranked #25.

KFA Private Wealth Group first reported a position in AGG in Q4 2019 and has held it in 28 quarters since. The position peaked at $13.4M in Q2 2021. 931 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • KFA Private Wealth Group held 35,823 shares of iShares Core US Aggregate Bond ETF worth $3.39M as of Q3 2026.
  • KFA Private Wealth Group sold 2,645 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $257K.
  • iShares Core US Aggregate Bond ETF made up 0.8% of KFA Private Wealth Group's portfolio in Q3 2026, its #25 holding.
  • KFA Private Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $13.4M in Q2 2021.
  • 931 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.