Kovitz Investment Group Partners
AGG icon

Kovitz Investment Group Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kovitz Investment Group 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
Q1 		$11.1M Buy
111,707
+5,450
+5% +$545K 0.26% 96
2025
Q4 		$10.6M Sell
106,257
-354,312
-77% -$35.6M 0.24% 92
2025
Q3 		$46.2M Buy
460,569
+43,306
+10% +$4.3M 0.18% 114
2025
Q2 		$41.4M Buy
417,263
+305,145
+272% +$29.9M 0.18% 115
2025
Q1 		$11.1M Buy
112,118
+1,736
+2% +$170K 0.06% 250
2024
Q4 		$10.7M Sell
110,382
-1,456
-1% -$143K 0.05% 252
2024
Q3 		$11.3M Sell
111,838
-38,286
-26% -$3.82M 0.08% 206
2024
Q2 		$14.6M Buy
150,124
+91,572
+156% +$8.84M 0.12% 125
2024
Q1 		$5.73M Buy
+58,552
New +$5.73M 0.07% 192
2022
Q1 		– Sell
-3,273
Closed -$387K – 418
2021
Q4 		$387K Buy
+3,273
New +$374K 0.01% 353
2021
Q1 		– Sell
-3,273
Closed -$387K – 414
2020
Q4 		$387K Sell
3,273
-8,153
-71% -$960K 0.01% 354
2020
Q3 		$1.35M Sell
11,426
-458
-4% -$54.3K 0.04% 229
2020
Q2 		$1.41M Buy
+11,884
New +$1.39M 0.04% 214

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kovitz Investment Group Partners's AGG Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.1% in Q1 2026, buying an estimated $545K and bringing the position to 111,707 shares worth $11.1M. The position accounts for 0.26% of the portfolio, ranked #96.

Kovitz Investment Group Partners first reported a position in AGG in Q2 2020 and has held it in 13 quarters since. The position peaked at $46.2M in Q3 2025. 2,076 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Kovitz Investment Group Partners held 111,707 shares of iShares Core US Aggregate Bond ETF worth $11.1M as of Q1 2026.
  • Kovitz Investment Group Partners bought 5,450 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $545K.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #96 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 13 quarters since.
  • Kovitz Investment Group Partners's iShares Core US Aggregate Bond ETF position peaked at $46.2M in Q3 2025.
  • 2,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.