KPP Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$332K Sell
3,350
-124
-4% -$12.3K 0.04% 287
2026
Q1
$345K Sell
3,474
-60
-2% -$6K 0.05% 268
2025
Q4
$353K Sell
3,534
-861
-20% -$86.4K 0.05% 251
2025
Q3
$441K Sell
4,395
-210
-5% -$20.8K 0.07% 220
2025
Q2
$457K Sell
4,605
-729
-14% -$71.4K 0.08% 201
2025
Q1
$528K Sell
5,334
-2,993
-36% -$293K 0.1% 172
2024
Q4
$807K Sell
8,327
-396
-5% -$39K 0.19% 104
2024
Q3
$883K Sell
8,723
-596
-6% -$59.5K 0.21% 98
2024
Q2
$905K Buy
9,319
+1,205
+15% +$116K 0.24% 86
2024
Q1
$795K Buy
+8,114
New +$794K 0.22% 88
2023
Q4
Sell
-7,269
Closed -$684K 127
2023
Q3
$684K Buy
+7,269
New +$700K 0.23% 82

Other funds holding AGG

KPP Advisory Services's AGG Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.6% in Q2 2026, selling an estimated $12.3K and leaving 3,350 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #287.

KPP Advisory Services first reported a position in AGG in Q3 2023 and has held it in 11 quarters since. The position peaked at $905K in Q2 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • KPP Advisory Services held 3,350 shares of iShares Core US Aggregate Bond ETF worth $332K as of Q2 2026.
  • KPP Advisory Services sold 124 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.3K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #287 holding.
  • KPP Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • KPP Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $905K in Q2 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.