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 Q2	$911K	Sell	9,200 -929	-9%	-$91.9K	0.23%	46
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 $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

Kingdom Financial Group's AGG Position: Q2 2026 in Review

Kingdom Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.2% in Q2 2026, selling an estimated $91.9K and leaving 9,200 shares worth $911K. The position accounts for 0.23% of the portfolio, ranked #46.

Kingdom Financial Group first reported a position in AGG in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2025. 2,092 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Kingdom Financial Group held 9,200 shares of iShares Core US Aggregate Bond ETF worth $911K as of Q2 2026.
Kingdom Financial Group sold 929 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $91.9K.
iShares Core US Aggregate Bond ETF made up 0.23% of Kingdom Financial Group's portfolio in Q2 2026, its #46 holding.
Kingdom Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 11 quarters since.
Kingdom Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.19M in Q4 2025.
2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.