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Kohmann Bosshard Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kohmann Bosshard Financial Services’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 		$1.51M Buy
15,289
+601
+4% +$59.5K 0.13% 63
2026
Q1 		$1.46M Sell
14,688
-115
-0.8% -$11.5K 0.14% 64
2025
Q4 		$1.48M Sell
14,803
-260
-2% -$26.1K 0.13% 73
2025
Q3 		$1.51M Buy
15,063
+281
+2% +$27.9K 0.15% 67
2025
Q2 		$1.47M Buy
14,782
+1,510
+11% +$148K 0.16% 59
2025
Q1 		$1.31M Buy
13,272
+11
+0.1% +$1.07K 0.15% 65
2024
Q4 		$1.28M Buy
13,261
+4,867
+58% +$479K 0.15% 67
2024
Q3 		$850K Buy
8,394
+29
+0.3% +$2.89K 0.11% 86
2024
Q2 		$812K Sell
8,365
-4,848
-37% -$468K 0.11% 82
2024
Q1 		$1.29M Sell
13,213
-2,453
-16% -$240K 0.18% 70
2023
Q4 		$1.55M Sell
15,666
-1,920
-11% -$183K 0.24% 61
2023
Q3 		$1.65M Sell
17,586
-2,706
-13% -$261K 0.28% 57
2023
Q2 		$1.99M Sell
20,292
-590
-3% -$58.3K 0.34% 46
2023
Q1 		$2.08M Sell
20,882
-618
-3% -$61.1K 0.39% 42
2022
Q4 		$2.09M Sell
21,500
-7,858
-27% -$760K 0.42% 41
2022
Q3 		$2.83M Buy
29,358
+284
+1% +$28.7K 0.63% 34
2022
Q2 		$2.96M Sell
29,074
-3,479
-11% -$357K 0.65% 35
2022
Q1 		$3.49M Buy
32,553
+3,523
+12% +$388K 0.68% 32
2021
Q4 		$3.35M Buy
29,030
+3,309
+13% +$379K 0.67% 33
2021
Q3 		$2.95M Buy
25,721
+582
+2% +$67.5K 0.65% 32
2021
Q2 		$2.9M Sell
25,139
-1,962
-7% -$225K 0.67% 32
2021
Q1 		$3.08M Buy
27,101
+1,224
+5% +$142K 0.83% 26
2020
Q4 		$3.06M Sell
25,877
-746
-3% -$87.9K 0.95% 25
2020
Q3 		$3.14M Sell
26,623
-932
-3% -$111K 1.14% 21
2020
Q2 		$3.26M Buy
27,555
+2,141
+8% +$251K 1.21% 22
2020
Q1 		$2.93M Sell
25,414
-575
-2% -$65.5K 1.29% 22
2019
Q4 		$2.92M Sell
25,989
-170
-0.6% -$19.2K 1.08% 23
2019
Q3 		$2.96M Buy
26,159
+65
+0.2% +$7.31K 1.16% 23
2019
Q2 		$2.91M Buy
26,094
+83
+0.3% +$9.08K 1.21% 23
2019
Q1 		$2.84M Sell
26,011
-2,840
-10% -$305K 1.34% 21
2018
Q4 		$3.07M Buy
28,851
+26,796
+1,304% +$2.81M 1.66% 19
2018
Q3 		$217K Buy
+2,055
New +$218K 0.11% 61

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

Kohmann Bosshard Financial Services's AGG Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.1% in Q2 2026, buying an estimated $59.5K and bringing the position to 15,289 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #63.

Kohmann Bosshard Financial Services first reported a position in AGG in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.49M in Q1 2022. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Kohmann Bosshard Financial Services held 15,289 shares of iShares Core US Aggregate Bond ETF worth $1.51M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 601 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $59.5K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #63 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Kohmann Bosshard Financial Services's iShares Core US Aggregate Bond ETF position peaked at $3.49M in Q1 2022.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.