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Choate Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Choate Investment Advisors’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
Q1 		$633K Sell
6,374
-761
-11% -$76.1K 0.01% 281
2025
Q4 		$713K Sell
7,135
-14,542
-67% -$1.46M 0.01% 264
2025
Q3 		$2.17M Buy
21,677
+14,940
+222% +$1.48M 0.04% 139
2025
Q2 		$668K Sell
6,737
-318
-5% -$31.2K 0.01% 239
2025
Q1 		$698K Sell
7,055
-3,281
-32% -$321K 0.02% 226
2024
Q4 		$1M Sell
10,336
-1,132
-10% -$111K 0.02% 191
2024
Q3 		$1.16M Sell
11,468
-34,238
-75% -$3.42M 0.03% 181
2024
Q2 		$4.44M Sell
45,706
-81,468
-64% -$7.86M 0.12% 86
2024
Q1 		$12.5M Sell
127,174
-264,022
-67% -$25.8M 0.34% 41
2023
Q4 		$38.8M Buy
391,196
+39,810
+11% +$3.79M 1.2% 12
2023
Q3 		$33M Buy
351,386
+9,219
+3% +$888K 1.3% 11
2023
Q2 		$33.5M Buy
342,167
+341,655
+66,729% +$33.8M 1.4% 10
2023
Q1 		$51K Sell
512
-889
-63% -$87.9K ﹤0.01% 297
2022
Q4 		$136K Buy
1,401
+1,364
+3,686% +$132K 0.01% 276
2022
Q3 		$4K Sell
37
-96
-72% -$9.71K ﹤0.01% 291
2022
Q2 		$14K Sell
133
-4,166
-97% -$428K ﹤0.01% 303
2022
Q1 		$460K Buy
4,299
+192
+5% +$21.1K 0.02% 205
2021
Q4 		$469K Sell
4,107
-3,008
-42% -$344K 0.03% 191
2021
Q3 		$817K Hold
7,115
– – 0.05% 144
2021
Q2 		$821K Sell
7,115
-1,499
-17% -$172K 0.05% 143
2021
Q1 		$981K Hold
8,614
– – 0.06% 122
2020
Q4 		$1.02M Sell
8,614
-1,922
-18% -$226K 0.06% 108
2020
Q3 		$1.24M Buy
10,536
+1,922
+22% +$228K 0.08% 90
2020
Q2 		$1.02M Hold
8,614
– – 0.07% 96
2020
Q1 		$994K Buy
+8,614
New +$982K 0.08% 101

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Choate Investment Advisors's AGG Position: Q1 2026 in Review

Choate Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, selling an estimated $76.1K and leaving 6,374 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #281.

Choate Investment Advisors first reported a position in AGG in Q1 2020 and has held it in 25 quarters since. The position peaked at $38.8M in Q4 2023. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Choate Investment Advisors held 6,374 shares of iShares Core US Aggregate Bond ETF worth $633K as of Q1 2026.
  • Choate Investment Advisors sold 761 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $76.1K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #281 holding.
  • Choate Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Choate Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $38.8M in Q4 2023.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.