Ken Fisher's AGG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1.27 M shares of iShares Core U.S. Aggregate Bond ETF (AGG) worth $126.79 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 44 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +91,607 | Add 7.78% | 1.27 M | $99.88 |
| Q3 2025 | +54,196 | Add 4.82% | 1.18 M | $100.25 |
| Q2 2025 | +76,751 | Add 7.33% | 1.12 M | $99.20 |
| Q1 2025 | +27,386 | Add 2.69% | 1.05 M | $98.92 |
| Q4 2024 | +118,202 | Add 13.11% | 1.02 M | $96.90 |
| Q3 2024 | +46,389 | Add 5.43% | 901,300 | $101.27 |
| Q2 2024 | +16,264 | Add 1.94% | 854,911 | $97.07 |
| Q1 2024 | -2,638 | Reduce 0.31% | 838,647 | $97.94 |
| Q4 2023 | +28,132 | Add 3.46% | 841,285 | $99.25 |
| Q3 2023 | -27,583 | Reduce 3.28% | 813,153 | $94.04 |
| Q2 2023 | +51,252 | Add 6.49% | 840,736 | $97.95 |
| Q1 2023 | +52,941 | Add 7.19% | 789,484 | $99.64 |
| Q4 2022 | +306,433 | Add 71.25% | 736,543 | $96.99 |
| Q3 2022 | -22,478 | Reduce 4.97% | 430,110 | $96.34 |
| Q2 2022 | +31,061 | Add 7.37% | 452,588 | $101.68 |
| Q1 2022 | +29,467 | Add 7.52% | 421,527 | $107.10 |
| Q4 2021 | +30,055 | Add 8.30% | 392,060 | $114.08 |
| Q3 2021 | +22,564 | Add 6.65% | 362,005 | $114.83 |
| Q2 2021 | +36,088 | Add 11.90% | 339,441 | $115.33 |
| Q1 2021 | -187,985 | Reduce 38.26% | 303,353 | $113.83 |
| Q4 2020 | +240,742 | Add 96.07% | 491,338 | $118.19 |
| Q3 2020 | +13,327 | Add 5.62% | 250,596 | $118.06 |
| Q2 2020 | +25,348 | Add 11.96% | 237,269 | $118.21 |
| Q1 2020 | +11,830 | Add 5.91% | 211,921 | $115.37 |
| Q4 2019 | +18,866 | Add 10.41% | 200,091 | $112.37 |
| Q3 2019 | +19,312 | Add 11.93% | 181,225 | $113.17 |
| Q2 2019 | +24,565 | Add 17.89% | 161,913 | $111.35 |
| Q1 2019 | +23,070 | Add 20.19% | 137,348 | $109.07 |
| Q4 2018 | +24,026 | Add 26.62% | 114,278 | $106.49 |
| Q3 2018 | +14,348 | Add 18.90% | 90,252 | $105.52 |
| Q2 2018 | +15,259 | Add 25.16% | 75,904 | $106.32 |
| Q1 2018 | +11,475 | Add 23.34% | 60,645 | $107.25 |
| Q4 2017 | +10,867 | Add 28.37% | 49,170 | $109.33 |
| Q3 2017 | +11,685 | Add 43.90% | 38,303 | $109.60 |
| Q2 2017 | +12,413 | Add 87.38% | 26,618 | $109.51 |
| Q1 2017 | +7,367 | Add 107.74% | 14,205 | $108.48 |
| Q4 2016 | +6,838 | New Buy | 6,838 | $108.07 |
| Q3 2016 | -4,338 | Sold Out | 0 | $0.00 |
| Q2 2016 | +4,338 | New Buy | 4,338 | $112.96 |
| Q3 2014 | -2,350 | Sold Out | 0 | $0.00 |
| Q2 2014 | +2,350 | New Buy | 2,350 | $109.36 |
| Q4 2013 | -2,638 | Sold Out | 0 | $0.00 |
| Q3 2013 | +284 | Add 12.06% | 2,638 | $107.28 |
| Q2 2013 | +2,354 | Add 0.00% | 2,354 | $107.05 |
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 44 quarters since Q2 2013.
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.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,269,442 shares of iShares Core U.S. Aggregate Bond ETF (AGG), valued at approximately $126.79 M.
As of the Q4 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.
Ken Fisher's peak holding in iShares Core U.S. Aggregate Bond ETF (AGG) was 1,269,442 shares, as reported at the end of Q4 2025.