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Kings Path Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kings Path Partners’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 		$235K Sell
2,372
-132
-5% -$13.1K 0.06% 108
2026
Q1 		$250K Hold
2,504
– – 0.09% 96
2025
Q4 		$250K Buy
2,504
+242
+11% +$24.3K 0.09% 96
2025
Q3 		$227K Buy
2,262
+141
+7% +$14K 0.08% 96
2025
Q2 		$210K Sell
2,121
-25
-1% -$2.45K 0.08% 94
2025
Q1 		$212K Sell
2,146
-670
-24% -$65.5K 0.1% 96
2024
Q4 		$273K Buy
2,816
+200
+8% +$19.7K 0.12% 114
2024
Q3 		$265K Sell
2,616
-36
-1% -$3.59K 0.11% 114
2024
Q2 		$257K Buy
+2,652
New +$256K 0.12% 109

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Kings Path Partners's AGG Position: Q2 2026 in Review

Kings Path Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q2 2026, selling an estimated $13.1K and leaving 2,372 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #108.

Kings Path Partners first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $273K in Q4 2024. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Kings Path Partners held 2,372 shares of iShares Core US Aggregate Bond ETF worth $235K as of Q2 2026.
  • Kings Path Partners sold 132 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $13.1K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Kings Path Partners's portfolio in Q2 2026, its #108 holding.
  • Kings Path Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Kings Path Partners's iShares Core US Aggregate Bond ETF position peaked at $273K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.