CAM
AGG icon

Creekmur Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Creekmur Asset 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
Q3 		$5.63M Sell
56,118
-4,441
-7% -$441K 0.93% 20
2025
Q2 		$6.01M Sell
60,559
-74,923
-55% -$7.34M 1.06% 18
2025
Q1 		$13.4M Buy
135,482
+4,425
+3% +$433K 2.81% 10
2024
Q4 		$12.7M Buy
131,057
+15,137
+13% +$1.49M 2.91% 10
2024
Q3 		$11.7M Buy
115,920
+24,245
+26% +$2.42M 2.76% 10
2024
Q2 		$8.9M Buy
91,675
+26,321
+40% +$2.54M 2.3% 11
2024
Q1 		$6.4M Sell
65,354
-6,139
-9% -$601K 2.19% 11
2023
Q4 		$7.1M Buy
+71,493
New +$6.8M 2.21% 11

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Creekmur Asset Management's AGG Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.3% in Q3 2025, selling an estimated $441K and leaving 56,118 shares worth $5.63M. The position accounts for 0.93% of the portfolio, ranked #20.

Creekmur Asset Management first reported a position in AGG in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.4M in Q1 2025. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Creekmur Asset Management held 56,118 shares of iShares Core US Aggregate Bond ETF worth $5.63M as of Q3 2025.
  • Creekmur Asset Management sold 4,441 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $441K.
  • iShares Core US Aggregate Bond ETF made up 0.93% of Creekmur Asset Management's portfolio in Q3 2025, its #20 holding.
  • Creekmur Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's iShares Core US Aggregate Bond ETF position peaked at $13.4M in Q1 2025.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.