KRM Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

KRM Wealth Management’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 Q3	$202K	Buy	+2,135	New	+$207K	0.09%	44

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KRM Wealth Management's AGG Position: Q3 2026 in Review

KRM Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 2,135 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #44 among its holdings.

1,476 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

KRM Wealth Management held 2,135 shares of iShares Core US Aggregate Bond ETF worth $202K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new KRM Wealth Management position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.09% of KRM Wealth Management's portfolio in Q3 2026, its #44 holding.
1,476 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on KRM Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.