PKS Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
PKS Advisory Services's AGG Position: Q1 2026 in Review
PKS Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q1 2026, selling an estimated $365K and leaving 43,147 shares worth $4.29M. The position accounts for 1% of the portfolio, ranked #15.
PKS Advisory Services first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.11M in Q1 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- PKS Advisory Services held 43,147 shares of iShares Core US Aggregate Bond ETF worth $4.29M as of Q1 2026.
- PKS Advisory Services sold 3,653 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $365K.
- iShares Core US Aggregate Bond ETF made up 1% of PKS Advisory Services's portfolio in Q1 2026, its #15 holding.
- PKS Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
- PKS Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $5.11M in Q1 2025.
- 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.