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Kingfisher Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kingfisher Capital’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
2024
Q3 		$505K Buy
4,991
+2,443
+96% +$244K 0.12% 127
2024
Q2 		$247K Buy
+2,548
New +$246K 0.06% 154
2016
Q1 		– Sell
-349
Closed -$38K – 125
2015
Q4 		$38K Buy
+349
New +$38K 0.02% 166

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kingfisher Capital's AGG Position: Q3 2024 in Review

Kingfisher Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 96% in Q3 2024, buying an estimated $244K and bringing the position to 4,991 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #127.

Kingfisher Capital first reported a position in AGG in Q4 2015 and has held it in 3 quarters since. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Kingfisher Capital held 4,991 shares of iShares Core US Aggregate Bond ETF worth $505K as of Q3 2024.
  • Kingfisher Capital bought 2,443 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $244K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Kingfisher Capital's portfolio in Q3 2024, its #127 holding.
  • Kingfisher Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 3 quarters since.
  • 1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.