Ken Fisher's AGG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1.18 M shares of iShares Core U.S. Aggregate Bond ETF (AGG) worth $118.08 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in AGG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 306,433 shares. Largest reduction occurred in Q1 2021, reducing 187,985 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Core US Aggregate Bond ETF (AGG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core US Aggregate Bond ETF (AGG) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2,355 | Add 0.00% | 2,354 | $107.05 |
| Q3 2013 | +284 | Add 12.06% | 2,638 | $107.28 |
| Q4 2013 | -2,638 | Sold Out | 2,638 | $0.00 |
| Q2 2014 | +2,350 | New Buy | 2,350 | $109.36 |
| Q3 2014 | -2,350 | Sold Out | 2,350 | $0.00 |
| Q2 2016 | +4,338 | New Buy | 4,338 | $112.96 |
| Q3 2016 | -4,338 | Sold Out | 4,338 | $0.00 |
| Q4 2016 | +6,838 | New Buy | 6,838 | $108.07 |
| Q1 2017 | +7,367 | Add 107.74% | 14,205 | $108.48 |
| Q2 2017 | +12,413 | Add 87.38% | 26,618 | $109.51 |
| Q3 2017 | +11,685 | Add 43.90% | 38,303 | $109.60 |
| Q4 2017 | +10,867 | Add 28.37% | 49,170 | $109.33 |
| Q1 2018 | +11,475 | Add 23.34% | 60,645 | $107.25 |
| Q2 2018 | +15,259 | Add 25.16% | 75,904 | $106.32 |
| Q3 2018 | +14,348 | Add 18.90% | 90,252 | $105.52 |
| Q4 2018 | +24,026 | Add 26.62% | 114,278 | $106.49 |
| Q1 2019 | +23,070 | Add 20.19% | 137,348 | $109.07 |
| Q2 2019 | +24,565 | Add 17.89% | 161,913 | $111.35 |
| Q3 2019 | +19,312 | Add 11.93% | 181,225 | $113.17 |
| Q4 2019 | +18,866 | Add 10.41% | 200,091 | $112.37 |
| Q1 2020 | +11,830 | Add 5.91% | 211,921 | $115.37 |
| Q2 2020 | +25,348 | Add 11.96% | 237,269 | $118.21 |
| Q3 2020 | +13,327 | Add 5.62% | 250,596 | $118.06 |
| Q4 2020 | +240,742 | Add 96.07% | 491,338 | $118.19 |
| Q1 2021 | -187,985 | Reduce 38.26% | 303,353 | $113.83 |
| Q2 2021 | +36,088 | Add 11.90% | 339,441 | $115.33 |
| Q3 2021 | +22,564 | Add 6.65% | 362,005 | $114.83 |
| Q4 2021 | +30,055 | Add 8.30% | 392,060 | $114.08 |
| Q1 2022 | +29,467 | Add 7.52% | 421,527 | $107.10 |
| Q2 2022 | +31,061 | Add 7.37% | 452,588 | $101.68 |
| Q3 2022 | -22,478 | Reduce 4.97% | 430,110 | $96.34 |
| Q4 2022 | +306,433 | Add 71.25% | 736,543 | $96.99 |
| Q1 2023 | +52,941 | Add 7.19% | 789,484 | $99.64 |
| Q2 2023 | +51,252 | Add 6.49% | 840,736 | $97.95 |
| Q3 2023 | -27,583 | Reduce 3.28% | 813,153 | $94.04 |
| Q4 2023 | +28,132 | Add 3.46% | 841,285 | $99.25 |
| Q1 2024 | -2,638 | Reduce 0.31% | 838,647 | $97.94 |
| Q2 2024 | +16,264 | Add 1.94% | 854,911 | $97.07 |
| Q3 2024 | +46,389 | Add 5.43% | 901,300 | $101.27 |
| Q4 2024 | +118,202 | Add 13.11% | 1.02 M | $96.90 |
| Q1 2025 | +27,386 | Add 2.69% | 1.05 M | $98.92 |
| Q2 2025 | +76,751 | Add 7.33% | 1.12 M | $99.20 |
| Q3 2025 | +54,196 | Add 4.82% | 1.18 M | $100.25 |
Ken Fisher's iShares Core US Aggregate Bond ETF Investment FAQs
Ken Fisher first purchased iShares Core U.S. Aggregate Bond ETF (AGG) in Q2 2013, acquiring 2,354 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares Core U.S. Aggregate Bond ETF (AGG) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares Core U.S. Aggregate Bond ETF (AGG) was in Q4 2022, adding 736,543 shares worth $71.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,177,835 shares of iShares Core U.S. Aggregate Bond ETF (AGG), valued at approximately $118.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Core U.S. Aggregate Bond ETF (AGG) represents approximately 0.04% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in iShares Core U.S. Aggregate Bond ETF (AGG) was 1,177,835 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.