PKS Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

PKS Advisory Services’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	$4.64M	Buy	46,859 +3,712	+9%	+$367K	0.74%	23
2026 Q1	$4.29M	Sell	43,147 -3,653	-8%	-$365K	1%	15
2025 Q4	$4.67M	Sell	46,800 -1,630	-3%	-$164K	1.07%	13
2025 Q3	$4.86M	Buy	48,430 +4,161	+9%	+$413K	1.01%	13
2025 Q2	$4.39M	Sell	44,269 -7,435	-14%	-$729K	1.08%	14
2025 Q1	$5.11M	Buy	51,704 +4,847	+10%	+$474K	1.4%	8
2024 Q4	$4.54M	Buy	+46,857	New	+$4.62M	1.14%	10

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PKS Advisory Services's AGG Position: Q2 2026 in Review

PKS Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.6% in Q2 2026, buying an estimated $367K and bringing the position to 46,859 shares worth $4.64M. The position accounts for 0.74% of the portfolio, ranked #23.

PKS Advisory Services first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q1 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

PKS Advisory Services held 46,859 shares of iShares Core US Aggregate Bond ETF worth $4.64M as of Q2 2026.
PKS Advisory Services bought 3,712 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $367K.
iShares Core US Aggregate Bond ETF made up 0.74% of PKS Advisory Services's portfolio in Q2 2026, its #23 holding.
PKS Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $5.11M in Q1 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.