KFO
AGG icon

Kopp Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kopp Family Office’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 		$33.4M Buy
337,533
+62,275
+23% +$6.16M 20.48% 1
2026
Q1 		$27.3M Buy
275,258
+101,898
+59% +$10.2M 18.8% 2
2025
Q4 		$17.3M Buy
173,360
+57,780
+50% +$5.8M 11.05% 5
2025
Q3 		$11.6M Buy
115,580
+5,200
+5% +$516K 7.54% 5
2025
Q2 		$10.9M Buy
110,380
+1,300
+1% +$127K 7.09% 4
2025
Q1 		$10.8M Buy
109,080
+1,080
+1% +$106K 7.46% 3
2024
Q4 		$10.5M Buy
108,000
+11,000
+11% +$1.08M 6.63% 8
2024
Q3 		$9.82M Buy
+97,000
New +$9.68M 6.26% 6

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Kopp Family Office's AGG Position: Q2 2026 in Review

Kopp Family Office increased its iShares Core US Aggregate Bond ETF (AGG) stake by 23% in Q2 2026, buying an estimated $6.16M and bringing the position to 337,533 shares worth $33.4M. The position accounts for 20.48% of the portfolio, ranked #1.

Kopp Family Office first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. 1,048 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Kopp Family Office held 337,533 shares of iShares Core US Aggregate Bond ETF worth $33.4M as of Q2 2026.
  • Kopp Family Office bought 62,275 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.16M.
  • iShares Core US Aggregate Bond ETF made up 20.48% of Kopp Family Office's portfolio in Q2 2026, its #1 holding.
  • Kopp Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,048 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.