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

KWB Wealth’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
2025
Q2 		– Sell
-2,187
Closed -$212K – 157
2025
Q1 		$212K Buy
+2,187
New +$214K 0.03% 142
2022
Q3 		– Sell
-3,551
Closed -$361K – 105
2022
Q2 		$361K Sell
3,551
-3,024
-46% -$311K 0.07% 77
2022
Q1 		$750K Hold
6,575
– – 0.13% 44
2021
Q4 		$750K Sell
6,575
-323
-5% -$37K 0.12% 44
2021
Q3 		$792K Sell
6,898
-4,041
-37% -$468K 0.14% 43
2021
Q2 		$1.25M Sell
10,939
-348
-3% -$39.9K 0.24% 35
2021
Q1 		$1.28M Sell
11,287
-49,163
-81% -$5.69M 0.25% 34
2020
Q4 		$7.14M Buy
+60,450
New +$7.12M 1.49% 17

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

KWB Wealth's AGG Position: Q2 2025 in Review

KWB Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,187 shares — an estimated $212K sold.

KWB Wealth first reported a position in AGG in Q4 2020 and held it in 8 quarters. The position peaked at $7.14M in Q4 2020. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • KWB Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • KWB Wealth sold 2,187 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $212K.
  • KWB Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 8 quarters.
  • KWB Wealth's iShares Core US Aggregate Bond ETF position peaked at $7.14M in Q4 2020.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on KWB Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.