Kiley Juergens Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kiley Juergens Wealth 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	$276K	Sell	2,792 -137	-5%	-$13.6K	0.04%	200
2026 Q1	$291K	Buy	+2,929	New	+$293K	0.05%	188
2018 Q4	–	Sell	-173	Closed	-$18K	–	57
2018 Q3	$18K	Hold	173	–	–	0.01%	374
2018 Q2	$18K	Buy	+173	New	+$18.3K	0.02%	338
2018 Q1	–	Sell	-200	Closed	-$21K	–	100
2017 Q4	$21K	Buy	+200	New	+$21.9K	0.02%	340

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kiley Juergens Wealth Management's AGG Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.7% in Q2 2026, selling an estimated $13.6K and leaving 2,792 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #200.

Kiley Juergens Wealth Management first reported a position in AGG in Q4 2017 and has held it in 5 quarters since. The position peaked at $291K in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Kiley Juergens Wealth Management held 2,792 shares of iShares Core US Aggregate Bond ETF worth $276K as of Q2 2026.
Kiley Juergens Wealth Management sold 137 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $13.6K.
iShares Core US Aggregate Bond ETF made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #200 holding.
Kiley Juergens Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 5 quarters since.
Kiley Juergens Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $291K in Q1 2026.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.