iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL ˙ SNSE ˙ US4642872265
SecurityCL:AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionKFA Private Wealth Group, LLC
Latest Disclosed Ownership82,375 shares
Latest Disclosed Value $ 8,177,383
KFA Private Wealth Group, LLC reports 4.38% increase in ownership of AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On April 20, 2026 - KFA Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 82,375 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) valued at $8,177,383 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 78,922 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of 4.38% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 82,375 3,453 4.38 8,177 3.74 1.9627
2026-01-07 2025-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 78,922 -1,316 -1.64 7,883 -2.00 1.9172
2025-10-03 2025-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 80,238 339 0.42 8,044 1.48 2.2976
2025-07-24 2025-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 79,899 809 1.02 7,926 1.32 2.4559
2025-05-07 2025-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 79,090 46,822 145.10 7,824 150.26 2.7379
2025-01-22 2024-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 32,268 21,728 206.15 3,127 192.97 1.3094
2024-10-18 2024-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 10,540 -7,579 -41.83 1,067 -39.31 0.5094
2024-08-07 2024-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 18,119 -3,863 -17.57 1,759 -18.31 0.9104
2024-05-01 2024-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 21,982 -544 -2.41 2,153 -3.71 0.6678
2024-02-02 2023-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 22,526 -395 -1.72 2,236 3.71 0.8014
2023-10-25 2023-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 22,921 769 3.47 2,156 -0.65 0.8958
2023-07-18 2023-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 22,152 2,497 12.70 2,170 10.78 0.8997
2023-05-05 2023-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 19,655 -574 -2.84 1,958 -0.20 0.8919
2023-02-01 2022-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 20,229 -4,051 -16.68 1,962 -16.12 1.0015
2022-11-03 2022-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 24,280 -1,861 -7.12 2,339 -12.00 1.2448
2022-07-18 2022-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 26,141 -14,402 -35.52 2,658 -38.78 1.4698
2022-05-02 2022-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 40,543 -72,421 -64.11 4,342 -66.31 2.1767
2022-01-26 2021-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 112,964 -1,668 -1.46 12,887 -2.10 6.4091
2021-10-18 2021-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 114,632 -1,432 -1.23 13,163 -1.67 7.2044
2021-07-22 2021-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 116,064 3,837 3.42 13,386 4.78 7.3079
2021-05-06 2021-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 112,227 2,958 2.71 12,775 -1.08 7.4529
2021-03-08 2020-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 109,269 3,727 3.53 12,914 3.64 8.1994
2020-11-04 2020-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 105,542 2,627 2.55 12,460 2.42 9.3403
2020-07-28 2020-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 102,915 2,671 2.66 12,166 5.20 11.6974
2020-04-23 2020-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 100,244 49,457 97.38 11,565 102.65 13.6832
2020-01-28 2019-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 50,787 50,787 5,707 5.2404
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.