Kingswood Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kingswood Wealth Advisors’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	$10.8M	Buy	109,462 +107	+0.1%	+$10.6K	0.44%	42
2026 Q1	$10.9M	Buy	109,355 +98	+0.1%	+$9.8K	0.52%	36
2025 Q4	$10.9M	Buy	109,257 +52,382	+92%	+$5.26M	0.53%	32
2025 Q3	$5.7M	Buy	56,875 +3,217	+6%	+$319K	0.35%	57
2025 Q2	$5.32M	Sell	53,658 -1,590	-3%	-$156K	0.42%	40
2025 Q1	$5.47M	Sell	55,248 -4,686	-8%	-$458K	0.5%	32
2024 Q4	$5.81M	Buy	59,934 +6,653	+12%	+$655K	0.44%	38
2024 Q3	$5.4M	Buy	53,281 +21,601	+68%	+$2.16M	0.38%	58
2024 Q2	$3.08M	Buy	31,680 +5,950	+23%	+$574K	0.28%	78
2024 Q1	$2.52M	Buy	25,730 +9,121	+55%	+$893K	0.29%	76
2023 Q4	$1.65M	Buy	16,609 +5,000	+43%	+$476K	0.19%	125
2023 Q3	$1.09M	Buy	11,609 +6,219	+115%	+$599K	0.19%	135
2023 Q2	$528K	Buy	+5,390	New	+$533K	0.17%	130

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

Kingswood Wealth Advisors's AGG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 109,462 shares worth $10.8M. The position accounts for 0.44% of the portfolio, ranked #42.

Kingswood Wealth Advisors first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.9M in Q4 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Kingswood Wealth Advisors held 109,462 shares of iShares Core US Aggregate Bond ETF worth $10.8M as of Q2 2026.
Kingswood Wealth Advisors bought 107 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $10.6K.
iShares Core US Aggregate Bond ETF made up 0.44% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Kingswood Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.9M in Q4 2025.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.