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Melissa S. Kampmann’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Melissa S. Kampmann’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
Q2 		$1.09M Buy
11,053
+545
+5% +$53.9K 0.83% 38
2026
Q1 		$1.04M Hold
10,508
– – 0.84% 37
2025
Q4 		$1.05M Buy
10,508
+100
+1% +$10K 0.78% 38
2025
Q3 		$1.04M Buy
10,408
+40
+0.4% +$3.97K 0.76% 38
2025
Q2 		$1.03M Buy
10,368
+160
+2% +$15.7K 0.77% 38
2025
Q1 		$1.01M Buy
10,208
+75
+0.7% +$7.33K 0.8% 37
2024
Q4 		$982K Buy
10,133
+180
+2% +$17.7K 0.77% 37
2024
Q3 		$1.01M Buy
9,953
+175
+2% +$17.5K 0.71% 37
2024
Q2 		$949K Buy
9,778
+1,070
+12% +$103K 0.69% 38
2024
Q1 		$853K Buy
8,708
+87
+1% +$8.52K 0.61% 38
2023
Q4 		$856K Buy
8,621
+95
+1% +$9.04K 0.73% 37
2023
Q3 		$802K Buy
+8,526
New +$821K 0.77% 37

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Melissa S. Kampmann's AGG Position: Q2 2026 in Review

Melissa S. Kampmann increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.2% in Q2 2026, buying an estimated $53.9K and bringing the position to 11,053 shares worth $1.09M. The position accounts for 0.83% of the portfolio, ranked #38.

Melissa S. Kampmann first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. 1,355 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Melissa S. Kampmann held 11,053 shares of iShares Core US Aggregate Bond ETF worth $1.09M as of Q2 2026.
  • Melissa S. Kampmann bought 545 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $53.9K.
  • iShares Core US Aggregate Bond ETF made up 0.83% of Melissa S. Kampmann's portfolio in Q2 2026, its #38 holding.
  • Melissa S. Kampmann first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Melissa S. Kampmann's 13F filing for Q2 2026, filed 29 Jul 2026.