Kingdom Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kingdom Financial 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	$1.01M	Sell	10,129 -1,790	-15%	-$179K	0.29%	36
2025 Q4	$1.19M	Buy	+11,919	New	+$1.2M	0.37%	24
2025 Q2	–	Sell	-7,323	Closed	-$724K	–	56
2025 Q1	$724K	Buy	7,323 +1,633	+29%	+$160K	0.53%	23
2024 Q4	$551K	Sell	5,690 -2,152	-27%	-$212K	0.38%	26
2024 Q3	$794K	Buy	7,842 +1,953	+33%	+$195K	0.59%	21
2024 Q2	$572K	Sell	5,889 -5,371	-48%	-$518K	0.39%	28
2024 Q1	$1.1M	Buy	11,260 +6,758	+150%	+$661K	0.78%	19
2023 Q4	$447K	Sell	4,502 -3,406	-43%	-$324K	0.39%	46
2023 Q3	$744K	Buy	7,908 +2,420	+44%	+$233K	0.7%	27
2023 Q2	$538K	Buy	+5,488	New	+$543K	0.53%	31

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kingdom Financial Group's AGG Position: Q1 2026 in Review

Kingdom Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q1 2026, selling an estimated $179K and leaving 10,129 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #36.

Kingdom Financial Group first reported a position in AGG in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Kingdom Financial Group held 10,129 shares of iShares Core US Aggregate Bond ETF worth $1.01M as of Q1 2026.
Kingdom Financial Group sold 1,790 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $179K.
iShares Core US Aggregate Bond ETF made up 0.29% of Kingdom Financial Group's portfolio in Q1 2026, its #36 holding.
Kingdom Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.19M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.