Exchange Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
68,910
+2,670
| +4% | +$262K | 1.02% | 28 |
|
|
2025
Q1 | $6.55M | Sell |
66,240
-683
| -1% | -$66.8K | 1.06% | 27 |
|
|
2024
Q4 | $6.48M | Sell |
66,923
-7,149
| -10% | -$704K | 1.03% | 27 |
|
|
2024
Q3 | $7.5M | Sell |
74,072
-7,883
| -10% | -$786K | 1.19% | 20 |
|
|
2024
Q2 | $7.96M | Sell |
81,955
-1,888
| -2% | -$182K | 1.3% | 15 |
|
|
2024
Q1 | $8.21M | Buy |
83,843
+1,446
| +2% | +$142K | 1.34% | 17 |
|
|
2023
Q4 | $8.18M | Sell |
82,397
-1,451
| -2% | -$138K | 1.47% | 17 |
|
|
2023
Q3 | $7.89M | Sell |
83,848
-434
| -0.5% | -$41.8K | 1.49% | 18 |
|
|
2023
Q2 | $8.26M | Sell |
84,282
-230
| -0.3% | -$22.7K | 1.53% | 17 |
|
|
2023
Q1 | $8.42M | Buy |
84,512
+14,331
| +20% | +$1.42M | 1.71% | 13 |
|
|
2022
Q4 | $6.81M | Sell |
70,181
-15,563
| -18% | -$1.51M | 1.49% | 16 |
|
|
2022
Q3 | $8.26M | Buy |
85,744
+397
| +0.5% | +$40.1K | 1.92% | 10 |
|
|
2022
Q2 | $8.68M | Sell |
85,347
-3,757
| -4% | -$386K | 1.89% | 11 |
|
|
2022
Q1 | $9.54M | Buy |
89,104
+18,394
| +26% | +$2.02M | 1.79% | 11 |
|
|
2021
Q4 | $8.07M | Buy |
70,710
+7,194
| +11% | +$823K | 1.47% | 15 |
|
|
2021
Q3 | $7.29M | Buy |
63,516
+6,564
| +12% | +$761K | 1.41% | 17 |
|
|
2021
Q2 | $6.57M | Buy |
56,952
+3,102
| +6% | +$355K | 1.26% | 26 |
|
|
2021
Q1 | $6.13M | Buy |
53,850
+8,132
| +18% | +$942K | 1.27% | 24 |
|
|
2020
Q4 | $5.4M | Sell |
45,718
-434
| -0.9% | -$51.1K | 1.2% | 29 |
|
|
2020
Q3 | $5.45M | Buy |
46,152
+9,851
| +27% | +$1.17M | 1.38% | 23 |
|
|
2020
Q2 | $4.29M | Sell |
36,301
-3,980
| -10% | -$466K | 1.19% | 32 |
|
|
2020
Q1 | $4.65M | Buy |
40,281
+672
| +2% | +$76.6K | 1.52% | 16 |
|
|
2019
Q4 | $4.45M | Sell |
39,609
-1,078
| -3% | -$121K | 1.14% | 32 |
|
|
2019
Q3 | $4.61M | Buy |
40,687
+9,513
| +31% | +$1.07M | 1.21% | 29 |
|
|
2019
Q2 | $3.47M | Buy |
31,174
+1,746
| +6% | +$191K | 0.93% | 44 |
|
|
2019
Q1 | $3.21M | Sell |
29,428
-1,020
| -3% | -$109K | 0.9% | 40 |
|
|
2018
Q4 | $3.24M | Buy |
30,448
+4,308
| +16% | +$452K | 1.05% | 32 |
|
|
2018
Q3 | $2.76M | Buy |
26,140
+2,036
| +8% | +$216K | 0.8% | 43 |
|
|
2018
Q2 | $2.56M | Buy |
24,104
+477
| +2% | +$50.6K | 0.76% | 45 |
|
|
2018
Q1 | $2.53M | Buy |
23,627
+4,229
| +22% | +$454K | 0.8% | 43 |
|
|
2017
Q4 | $2.12M | Buy |
19,398
+1,598
| +9% | +$175K | 0.67% | 51 |
|
|
2017
Q3 | $1.95M | Buy |
17,800
+1,374
| +8% | +$151K | 0.64% | 52 |
|
|
2017
Q2 | $1.8M | Buy |
16,426
+16,316
| +14,833% | +$1.78M | 0.61% | 55 |
|
|
2017
Q1 | $12K | Buy |
+110
| New | +$11.9K | ﹤0.01% | 156 |
|
|
2015
Q1 | – | Sell |
-35
| Closed | -$4K | – | 89 |
|
|
2014
Q4 | $4K | Sell |
35
-85
| -71% | -$9.35K | ﹤0.01% | 210 |
|
|
2014
Q3 | $13K | Buy |
120
+85
| +243% | +$9.28K | 0.01% | 151 |
|
|
2014
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 212 |
|
|
2014
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 211 |
|
|
2013
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 194 |
|
|
2013
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 169 |
|
|
2013
Q2 | $4K | Buy |
+35
| New | +$3.85K | ﹤0.01% | 157 |
|
Other funds holding AGG
Exchange Capital Management's AGG Position: Q2 2025 in Review
Exchange Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4% in Q2 2025, buying an estimated $262K and bringing the position to 68,910 shares worth $6.84M. The position accounts for 1.02% of the portfolio, ranked #28.
Exchange Capital Management first reported a position in AGG in Q2 2013 and has held it in 41 quarters since. The position peaked at $9.54M in Q1 2022. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.
- Exchange Capital Management held 68,910 shares of iShares Core US Aggregate Bond ETF worth $6.84M as of Q2 2025.
- Exchange Capital Management bought 2,670 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $262K.
- iShares Core US Aggregate Bond ETF made up 1.02% of Exchange Capital Management's portfolio in Q2 2025, its #28 holding.
- Exchange Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 41 quarters since.
- Exchange Capital Management's iShares Core US Aggregate Bond ETF position peaked at $9.54M in Q1 2022.
- 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.
Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.