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KMG Fiduciary Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

KMG Fiduciary 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 		– Sell
-100,110
Closed -$9.94M – 209
2026
Q1 		$9.94M Buy
100,110
+4,469
+5% +$447K 0.74% 37
2025
Q4 		$9.55M Buy
95,641
+2,729
+3% +$274K 0.68% 38
2025
Q3 		$9.31M Buy
92,912
+2,022
+2% +$201K 0.63% 42
2025
Q2 		$9.02M Buy
90,890
+8,260
+10% +$809K 0.67% 42
2025
Q1 		$8.17M Buy
82,630
+6,371
+8% +$623K 0.68% 40
2024
Q4 		$7.39M Buy
76,259
+11,876
+18% +$1.17M 0.61% 40
2024
Q3 		$6.52M Buy
64,383
+47,995
+293% +$4.79M 0.56% 45
2024
Q2 		$1.59M Buy
16,388
+10,676
+187% +$1.03M 0.16% 114
2024
Q1 		$559K Buy
5,712
+701
+14% +$68.6K 0.06% 172
2023
Q4 		$497K Buy
5,011
+1,928
+63% +$183K 0.06% 178
2023
Q3 		$290K Buy
+3,083
New +$297K 0.04% 198
2023
Q2 		– Sell
-2,377
Closed -$237K – 228
2023
Q1 		$237K Sell
2,377
-35,140
-94% -$3.47M 0.03% 212
2022
Q4 		$3.64M Buy
+37,517
New +$3.63M 0.6% 51
2022
Q3 		– Sell
-65,355
Closed -$6.64M – 193
2022
Q2 		$6.64M Sell
65,355
-2,387
-4% -$245K 1.24% 16
2022
Q1 		$7.25M Sell
67,742
-17,216
-20% -$1.89M 1.16% 20
2021
Q4 		$9.69M Buy
84,958
+653
+0.8% +$74.7K 1.5% 11
2021
Q3 		$9.68M Buy
84,305
+973
+1% +$113K 1.65% 10
2021
Q2 		$9.61M Buy
83,332
+2,186
+3% +$250K 1.7% 11
2021
Q1 		$9.24M Buy
81,146
+16,642
+26% +$1.93M 1.8% 11
2020
Q4 		$7.61M Buy
64,504
+5,836
+10% +$687K 1.6% 14
2020
Q3 		$6.93M Buy
58,668
+3,737
+7% +$443K 1.72% 13
2020
Q2 		$6.49M Buy
+54,931
New +$6.43M 1.8% 13

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KMG Fiduciary Partners's AGG Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 100,110 shares — an estimated $9.94M sold.

KMG Fiduciary Partners first reported a position in AGG in Q2 2020 and held it in 22 quarters. The position peaked at $9.94M in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 100,110 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.94M.
  • KMG Fiduciary Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 22 quarters.
  • KMG Fiduciary Partners's iShares Core US Aggregate Bond ETF position peaked at $9.94M in Q1 2026.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.