CWM
AGG icon

CIBC World Markets’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CIBC World Markets’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 		$7.15M Buy
+71,580
New +$7.18M 0.03% 322
2025
Q2 		$6.71M Buy
67,606
+452
+0.7% +$44.3K 0.04% 317
2025
Q1 		$6.64M Sell
67,154
-387
-0.6% -$37.8K 0.05% 243
2024
Q4 		$6.54M Buy
67,541
+3,225
+5% +$318K 0.04% 307
2024
Q3 		$6.51M Sell
64,316
-11,467
-15% -$1.14M 0.05% 271
2024
Q2 		$7.36M Buy
75,783
+1,651
+2% +$159K 0.05% 248
2024
Q1 		$7.26M Buy
74,132
+62,207
+522% +$6.09M 0.05% 250
2023
Q4 		$1.18M Sell
11,925
-278
-2% -$26.5K 0.01% 596
2023
Q3 		$1.15M Buy
+12,203
New +$1.18M 0.01% 451
2020
Q3 		– Sell
-1,000,000
Closed -$118M – 575
2020
Q2 		$118M Hold
1,000,000
– – 1.27% 13
2020
Q1 		$115M Buy
+1,000,000
New +$114M 1.47% 8

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 World Markets's AGG Position: Q4 2025 in Review

CIBC World Markets opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2025: 71,580 shares worth $7.15M. The stake represents 0.03% of the portfolio and ranks #322 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in AGG as recently as Q2 2025.

CIBC World Markets first reported a position in AGG in Q1 2020 and has held it in 11 quarters since. The position peaked at $118M in Q2 2020. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • CIBC World Markets held 71,580 shares of iShares Core US Aggregate Bond ETF worth $7.15M as of Q4 2025.
  • iShares Core US Aggregate Bond ETF was a new CIBC World Markets position in Q4 2025.
  • iShares Core US Aggregate Bond ETF made up 0.03% of CIBC World Markets's portfolio in Q4 2025, its #322 holding.
  • CIBC World Markets first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 11 quarters since.
  • CIBC World Markets's iShares Core US Aggregate Bond ETF position peaked at $118M in Q2 2020.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.