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Koss-Olinger Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Koss-Olinger Consulting’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 		$89.1M Buy
899,732
+70,325
+8% +$6.96M 6.86% 5
2026
Q1 		$82.3M Buy
829,407
+125,994
+18% +$12.6M 6.9% 3
2025
Q4 		$70.3M Buy
703,413
+370,869
+112% +$37.2M 5.44% 3
2025
Q3 		$33M Sell
332,544
-1,347
-0.4% -$134K 2.72% 9
2025
Q2 		$33.1M Sell
333,891
-10,316
-3% -$1.01M 2.72% 9
2025
Q1 		$34M Buy
344,207
+16,982
+5% +$1.66M 2.87% 8
2024
Q4 		$31.7M Buy
327,225
+31,595
+11% +$3.11M 2.78% 11
2024
Q3 		$29.9M Buy
295,630
+11,253
+4% +$1.12M 2.6% 11
2024
Q2 		$27.6M Buy
+284,377
New +$27.5M 2.55% 11
2024
Q1 		– Sell
-118,736
Closed -$11.8M – 51
2023
Q4 		$11.8M Sell
118,736
-115,460
-49% -$11M 1.16% 17
2023
Q3 		$22M Sell
234,196
-442,719
-65% -$42.6M 3.25% 10
2023
Q2 		$66.3M Buy
676,915
+23,115
+4% +$2.29M 7.7% 2
2023
Q1 		$65.1M Buy
653,800
+35,461
+6% +$3.5M 8.12% 2
2022
Q4 		$60M Buy
+618,339
New +$59.8M 8.63% 3
2022
Q3 		– Sell
-3,300
Closed -$336K – 229
2022
Q2 		$336K Hold
3,300
– – 0.06% 119
2022
Q1 		$353K Sell
3,300
-3,127
-49% -$344K 0.06% 135
2021
Q4 		$733K Buy
+6,427
New +$735K 0.11% 72

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

Koss-Olinger Consulting's AGG Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.5% in Q2 2026, buying an estimated $6.96M and bringing the position to 899,732 shares worth $89.1M. The position accounts for 6.86% of the portfolio, ranked #5.

Koss-Olinger Consulting first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Koss-Olinger Consulting held 899,732 shares of iShares Core US Aggregate Bond ETF worth $89.1M as of Q2 2026.
  • Koss-Olinger Consulting bought 70,325 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.96M.
  • iShares Core US Aggregate Bond ETF made up 6.86% of Koss-Olinger Consulting's portfolio in Q2 2026, its #5 holding.
  • Koss-Olinger Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.