CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CIBC Private Wealth Group’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 		$31.7M Sell
317,809
-9,415
-3% -$945K 0.05% 228
2025
Q3 		$32.8M Sell
327,224
-82,193
-20% -$8.15M 0.06% 228
2025
Q2 		$40.6M Sell
409,417
-1,660
-0.4% -$163K 0.07% 209
2025
Q1 		$40.2M Buy
411,077
+3,136
+0.8% +$307K 0.08% 184
2024
Q4 		$39.4M Sell
407,941
-1,372
-0.3% -$135K 0.07% 198
2024
Q3 		$41.5M Sell
409,313
-3,180
-0.8% -$317K 0.07% 198
2024
Q2 		$40.3M Sell
412,493
-8,984
-2% -$867K 0.08% 192
2024
Q1 		$40.9M Buy
421,477
+341,134
+425% +$33.4M 0.08% 192
2023
Q4 		$7.97M Buy
80,343
+734
+0.9% +$69.9K 0.02% 336
2023
Q3 		$7.49M Sell
79,609
-18,168
-19% -$1.75M 0.02% 343
2023
Q2 		$9.58M Buy
97,777
+5,344
+6% +$528K 0.02% 329
2023
Q1 		$4.54M Buy
92,433
+5,203
+6% +$514K 0.01% 407
2022
Q4 		$8.41M Sell
87,230
-9,604
-10% -$929K 0.03% 284
2022
Q3 		$9.33M Sell
96,834
-8,102
-8% -$819K 0.03% 310
2022
Q2 		$10.7M Sell
104,936
-2,216
-2% -$228K 0.03% 299
2022
Q1 		$11.5M Buy
107,152
+1,111
+1% +$122K 0.03% 308
2021
Q4 		$12.1M Buy
106,041
+4,824
+5% +$552K 0.03% 309
2021
Q3 		$11.6M Sell
101,217
-1,195
-1% -$139K 0.03% 315
2021
Q2 		$11.8M Sell
102,412
-1,078
-1% -$124K 0.03% 326
2021
Q1 		$11.8M Sell
103,490
-3,992
-4% -$462K 0.03% 312
2020
Q4 		$12.7M Buy
107,482
+9,537
+10% +$1.12M 0.03% 298
2020
Q3 		$11.6M Buy
97,945
+8,315
+9% +$986K 0.04% 280
2020
Q2 		$10.6M Buy
89,630
+4,825
+6% +$565K 0.05% 228
2020
Q1 		$9.78M Buy
84,805
+6,087
+8% +$694K 0.04% 250
2019
Q4 		$8.85M Buy
78,718
+6,940
+10% +$782K 0.03% 305
2019
Q3 		$8.12M Buy
71,778
+732
+1% +$82.3K 0.03% 304
2019
Q2 		$7.91M Sell
71,046
-2,790
-4% -$305K 0.03% 319
2019
Q1 		$8.05M Buy
73,836
+4,186
+6% +$449K 0.03% 305
2018
Q4 		$7.42M Buy
69,650
+203
+0.3% +$21.3K 0.03% 296
2018
Q3 		$7.33M Sell
69,447
-1,589
-2% -$169K 0.03% 334
2018
Q2 		$7.55M Sell
71,036
-40,293
-36% -$4.27M 0.03% 312
2018
Q1 		$11.9M Sell
111,329
-3,654
-3% -$392K 0.05% 266
2017
Q4 		$12.6M Buy
114,983
+14,208
+14% +$1.55M 0.05% 266
2017
Q3 		$11M Buy
100,775
+4,111
+4% +$451K 0.05% 269
2017
Q2 		$10.6M Sell
96,664
-6,357
-6% -$695K 0.07% 212
2017
Q1 		$11.2M Buy
103,021
+5,687
+6% +$615K 0.07% 201
2016
Q4 		$10.5M Buy
97,334
+4,574
+5% +$501K 0.07% 203
2016
Q3 		$10.4M Sell
92,760
-1,915
-2% -$215K 0.07% 205
2016
Q2 		$10.7M Sell
94,675
-3,194
-3% -$355K 0.08% 196
2016
Q1 		$10.8M Buy
97,869
+186
+0.2% +$20.4K 0.08% 183
2015
Q4 		$10.6M Buy
97,683
+1,904
+2% +$207K 0.08% 187
2015
Q3 		$10.5M Buy
95,779
+3,469
+4% +$378K 0.09% 178
2015
Q2 		$10M Buy
92,310
+199
+0.2% +$21.9K 0.07% 206
2015
Q1 		$10.3M Sell
92,111
-4,326
-4% -$481K 0.08% 196
2014
Q4 		$10.6M Buy
96,437
+2,424
+3% +$267K 0.08% 185
2014
Q3 		$10.3M Buy
94,013
+3,508
+4% +$383K 0.08% 188
2014
Q2 		$9.9M Buy
90,505
+7,935
+10% +$863K 0.08% 188
2014
Q1 		$8.87M Buy
+82,570
New +$8.88M 0.08% 196

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

CIBC Private Wealth Group's AGG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q4 2025, selling an estimated $945K and leaving 317,809 shares worth $31.7M. The position accounts for 0.05% of the portfolio, ranked #228.

CIBC Private Wealth Group first reported a position in AGG in Q1 2014 and has held it in 48 quarters since. The position peaked at $41.5M in Q3 2024. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • CIBC Private Wealth Group held 317,809 shares of iShares Core US Aggregate Bond ETF worth $31.7M as of Q4 2025.
  • CIBC Private Wealth Group sold 9,415 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $945K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of CIBC Private Wealth Group's portfolio in Q4 2025, its #228 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $41.5M in Q3 2024.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.