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

MKD Wealth Coaches’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 		$7.49M Buy
75,702
+556
+0.7% +$55K 6.4% 3
2026
Q1 		$7.46M Buy
75,146
+1,722
+2% +$172K 7.34% 3
2025
Q4 		$7.33M Buy
73,424
+455
+0.6% +$45.7K 7.33% 3
2025
Q3 		$7.32M Buy
72,969
+2,472
+4% +$245K 7.29% 3
2025
Q2 		$6.99M Sell
70,497
-2,039
-3% -$200K 7.37% 3
2025
Q1 		$7.18M Buy
72,536
+5,056
+7% +$494K 8.12% 3
2024
Q4 		$6.54M Buy
+67,480
New +$6.65M 6.62% 3
2021
Q4 		$1.89M Sell
16,602
-1,679
-9% -$192K 2.59% 4
2021
Q3 		$2.1M Buy
18,281
+33
+0.2% +$3.83K 3.3% 3
2021
Q2 		$2.1M Sell
18,248
-181
-1% -$20.7K 3.37% 3
2021
Q1 		$2.1M Sell
18,429
-4,660
-20% -$540K 3.58% 3
2020
Q4 		$2.73M Buy
23,089
+8,999
+64% +$1.06M 4.37% 6
2020
Q3 		$1.66M Buy
+14,090
New +$1.67M 2.38% 12
2019
Q3 		– Sell
-489
Closed -$54K – 58
2019
Q2 		$54K Buy
489
+356
+268% +$38.9K 0.05% 85
2019
Q1 		$15K Sell
133
-4,778
-97% -$512K 0.02% 129
2018
Q4 		$523K Buy
+4,911
New +$515K 0.62% 33

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MKD Wealth Coaches's AGG Position: Q2 2026 in Review

MKD Wealth Coaches increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.74% in Q2 2026, buying an estimated $55K and bringing the position to 75,702 shares worth $7.49M. The position accounts for 6.4% of the portfolio, ranked #3.

MKD Wealth Coaches first reported a position in AGG in Q4 2018 and has held it in 16 quarters since. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • MKD Wealth Coaches held 75,702 shares of iShares Core US Aggregate Bond ETF worth $7.49M as of Q2 2026.
  • MKD Wealth Coaches bought 556 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $55K.
  • iShares Core US Aggregate Bond ETF made up 6.4% of MKD Wealth Coaches's portfolio in Q2 2026, its #3 holding.
  • MKD Wealth Coaches first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 16 quarters since.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.