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Rather & Kittrell’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Rather & Kittrell’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 		$1.4M Buy
14,154
+504
+4% +$49.9K 0.2% 40
2026
Q1 		$1.36M Buy
13,650
+103
+0.8% +$10.3K 0.21% 37
2025
Q4 		$1.35M Sell
13,547
-207
-2% -$20.8K 0.22% 36
2025
Q3 		$1.38M Sell
13,754
-4,369
-24% -$433K 0.24% 36
2025
Q2 		$1.8M Sell
18,123
-733
-4% -$71.8K 0.36% 28
2025
Q1 		$1.87M Sell
18,856
-893
-5% -$87.3K 0.4% 26
2024
Q4 		$1.91M Sell
19,749
-2,206
-10% -$217K 0.45% 24
2024
Q3 		$2.22M Buy
21,955
+1,038
+5% +$104K 0.54% 23
2024
Q2 		$2.03M Sell
20,917
-304
-1% -$29.3K 0.56% 23
2024
Q1 		$2.08M Sell
21,221
-1,593
-7% -$156K 0.62% 23
2023
Q4 		$2.26M Sell
22,814
-608
-3% -$57.9K 0.79% 22
2023
Q3 		$2.2M Sell
23,422
-538
-2% -$51.8K 0.89% 20
2023
Q2 		$2.35M Sell
23,960
-1,667
-7% -$165K 0.98% 20
2023
Q1 		$2.55M Sell
25,627
-1,476
-5% -$146K 1.16% 18
2022
Q4 		$2.63M Sell
27,103
-6,085
-18% -$589K 1.4% 17
2022
Q3 		$3.2M Sell
33,188
-1,192
-3% -$121K 3.36% 7
2022
Q2 		$3.5M Sell
34,380
-1,434
-4% -$147K 3.83% 8
2022
Q1 		$3.83M Sell
35,814
-3,167
-8% -$349K 3.74% 8
2021
Q4 		$4.45M Buy
+38,981
New +$4.46M 3.91% 7

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rather & Kittrell's AGG Position: Q2 2026 in Review

Rather & Kittrell increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q2 2026, buying an estimated $49.9K and bringing the position to 14,154 shares worth $1.4M. The position accounts for 0.2% of the portfolio, ranked #40.

Rather & Kittrell first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.45M in Q4 2021. 1,847 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Rather & Kittrell held 14,154 shares of iShares Core US Aggregate Bond ETF worth $1.4M as of Q2 2026.
  • Rather & Kittrell bought 504 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $49.9K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Rather & Kittrell's portfolio in Q2 2026, its #40 holding.
  • Rather & Kittrell first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Rather & Kittrell's iShares Core US Aggregate Bond ETF position peaked at $4.45M in Q4 2021.
  • 1,847 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.