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

KPP Advisory 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 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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return