MKD Wealth Coaches
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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
Q3 		$7.34M Buy
77,644
+1,942
+3% +$189K 6.07% 3
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% +$3.82K 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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

MKD Wealth Coaches's AGG Position: Q3 2026 in Review

MKD Wealth Coaches increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q3 2026, buying an estimated $189K and bringing the position to 77,644 shares worth $7.34M. The position accounts for 6.07% of the portfolio, ranked #3.

MKD Wealth Coaches first reported a position in AGG in Q4 2018 and has held it in 17 quarters since. The position peaked at $7.49M in Q2 2026. 1,382 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • MKD Wealth Coaches held 77,644 shares of iShares Core US Aggregate Bond ETF worth $7.34M as of Q3 2026.
  • MKD Wealth Coaches bought 1,942 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $189K.
  • iShares Core US Aggregate Bond ETF made up 6.07% of MKD Wealth Coaches's portfolio in Q3 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 17 quarters since.
  • MKD Wealth Coaches's iShares Core US Aggregate Bond ETF position peaked at $7.49M in Q2 2026.
  • 1,382 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.