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 Q3	$225K	Buy	2,385 +13	+0.5%	+$1.26K	0.06%	111
2026 Q2	$235K	Sell	2,372 -44	-2%	-$4.35K	0.06%	108
2026 Q1	$240K	Sell	2,416 -88	-4%	-$8.8K	0.08%	102
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Kings Path Partners's AGG Position: Q3 2026 in Review

Kings Path Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.55% in Q3 2026, buying an estimated $1.26K and bringing the position to 2,385 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #111.

Kings Path Partners first reported a position in AGG in Q2 2024 and has held it in 10 quarters since. The position peaked at $273K in Q4 2024. 859 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Kings Path Partners held 2,385 shares of iShares Core US Aggregate Bond ETF worth $225K as of Q3 2026.
Kings Path Partners bought 13 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.26K.
iShares Core US Aggregate Bond ETF made up 0.06% of Kings Path Partners's portfolio in Q3 2026, its #111 holding.
Kings Path Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's iShares Core US Aggregate Bond ETF position peaked at $273K in Q4 2024.
859 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.