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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
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

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

KFA Private Wealth Group's AGG Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q1 2026, buying an estimated $345K and bringing the position to 82,375 shares worth $8.18M. The position accounts for 1.96% of the portfolio, ranked #13.

KFA Private Wealth Group first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.4M in Q2 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • KFA Private Wealth Group held 82,375 shares of iShares Core US Aggregate Bond ETF worth $8.18M as of Q1 2026.
  • KFA Private Wealth Group bought 3,453 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $345K.
  • iShares Core US Aggregate Bond ETF made up 1.96% of KFA Private Wealth Group's portfolio in Q1 2026, its #13 holding.
  • KFA Private Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $13.4M in Q2 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

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