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King Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

King Wealth Management 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 		$1.17M Sell
11,778
-268
-2% -$26.8K 0.15% 61
2025
Q4 		$1.2M Sell
12,046
-165
-1% -$16.6K 0.15% 59
2025
Q3 		$1.22M Sell
12,211
-252
-2% -$25K 0.15% 56
2025
Q2 		$1.24M Sell
12,463
-382
-3% -$37.4K 0.17% 55
2025
Q1 		$1.27M Sell
12,845
-602
-4% -$58.9K 0.19% 53
2024
Q4 		$1.3M Buy
13,447
+484
+4% +$47.7K 0.19% 51
2024
Q3 		$1.31M Sell
12,963
-687
-5% -$68.5K 0.2% 52
2024
Q2 		$1.32M Sell
13,650
-1,052
-7% -$102K 0.22% 51
2024
Q1 		$1.44M Sell
14,702
-301
-2% -$29.5K 0.25% 47
2023
Q4 		$1.49M Sell
15,003
-1,494
-9% -$142K 0.29% 44
2023
Q3 		$1.55M Sell
16,497
-1,227
-7% -$118K 0.33% 42
2023
Q2 		$1.74M Sell
17,724
-354
-2% -$35K 0.35% 41
2023
Q1 		$1.8M Sell
18,078
-756
-4% -$74.7K 0.4% 39
2022
Q4 		$1.83M Sell
18,834
-107
-0.6% -$10.3K 0.44% 39
2022
Q3 		$1.82M Sell
18,941
-765
-4% -$77.4K 0.46% 37
2022
Q2 		$2M Sell
19,706
-83
-0.4% -$8.53K 0.48% 35
2022
Q1 		$2.12M Buy
19,789
+487
+3% +$53.6K 0.42% 37
2021
Q4 		$2.2M Buy
19,302
+50
+0.3% +$5.72K 0.41% 38
2021
Q3 		$2.21M Buy
19,252
+513
+3% +$59.5K 0.45% 37
2021
Q2 		$2.16M Buy
18,739
+902
+5% +$103K 0.44% 37
2021
Q1 		$2.03M Buy
17,837
+345
+2% +$39.9K 0.46% 39
2020
Q4 		$2.07M Buy
17,492
+370
+2% +$43.6K 0.48% 38
2020
Q3 		$2.02M Buy
17,122
+663
+4% +$78.6K 0.52% 34
2020
Q2 		$1.95M Buy
16,459
+676
+4% +$79.1K 0.57% 32
2020
Q1 		$1.82M Buy
15,783
+202
+1% +$23K 0.79% 26
2019
Q4 		$1.75M Buy
15,581
+399
+3% +$45K 0.46% 37
2019
Q3 		$1.72M Buy
15,182
+38
+0.3% +$4.27K 0.49% 35
2019
Q2 		$1.69M Buy
15,144
+467
+3% +$51.1K 0.5% 33
2019
Q1 		$1.6M Buy
14,677
+621
+4% +$66.6K 0.5% 37
2018
Q4 		$1.5M Sell
14,056
-2,451
-15% -$257K 0.54% 36
2018
Q3 		$1.74M Buy
16,507
+66
+0.4% +$7K 0.54% 37
2018
Q2 		$1.75M Buy
16,441
+1,194
+8% +$127K 0.6% 35
2018
Q1 		$1.64M Buy
15,247
+1,816
+14% +$195K 0.58% 39
2017
Q4 		$1.47M Buy
13,431
+1,440
+12% +$157K 0.52% 40
2017
Q3 		$1.31M Buy
11,991
+1,193
+11% +$131K 0.49% 40
2017
Q2 		$1.18M Buy
10,798
+1,500
+16% +$164K 0.47% 43
2017
Q1 		$1.01M Buy
9,298
+2,173
+30% +$235K 0.42% 47
2016
Q4 		$770K Buy
7,125
+322
+5% +$35.3K 0.35% 46
2016
Q3 		$765K Buy
6,803
+1,889
+38% +$212K 0.38% 49
2016
Q2 		$553K Buy
4,914
+606
+14% +$67.3K 0.3% 50
2016
Q1 		$477K Buy
4,308
+597
+16% +$65.3K 0.26% 58
2015
Q4 		$401K Buy
3,711
+128
+4% +$13.9K 0.22% 65
2015
Q3 		$393K Buy
3,583
+1,239
+53% +$135K 0.24% 65
2015
Q2 		$255K Buy
+2,344
New +$258K 0.14% 91

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

King Wealth Management Group's AGG Position: Q1 2026 in Review

King Wealth Management Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q1 2026, selling an estimated $26.8K and leaving 11,778 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #61.

King Wealth Management Group first reported a position in AGG in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.21M in Q3 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • King Wealth Management Group held 11,778 shares of iShares Core US Aggregate Bond ETF worth $1.17M as of Q1 2026.
  • King Wealth Management Group sold 268 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $26.8K.
  • iShares Core US Aggregate Bond ETF made up 0.15% of King Wealth Management Group's portfolio in Q1 2026, its #61 holding.
  • King Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • King Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $2.21M in Q3 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.