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Blume Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blume Capital Management’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
2025
Q4 		– Sell
-11
Closed -$1.1K – 335
2025
Q3 		$1.1K Buy
+11
New +$1.09K ﹤0.01% 327
2024
Q4 		– Sell
-1,416
Closed -$143K – 325
2024
Q3 		$143K Buy
+1,416
New +$141K 0.03% 130
2014
Q2 		– Sell
-203
Closed -$22K – 211
2014
Q1 		$22K Hold
203
– – 0.02% 149
2013
Q4 		$22K Buy
+203
New +$21.7K 0.02% 172

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Blume Capital Management's AGG Position: Q4 2025 in Review

Blume Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 11 shares — an estimated $1.1K sold.

Blume Capital Management first reported a position in AGG in Q4 2013 and held it in 4 quarters. The position peaked at $143K in Q3 2024. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Blume Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blume Capital Management sold 11 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $1.1K.
  • Blume Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and held it in 4 quarters.
  • Blume Capital Management's iShares Core US Aggregate Bond ETF position peaked at $143K in Q3 2024.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Blume Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.