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Grimes & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Grimes & Company’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
Q2 		$16.2M Buy
163,475
+10,910
+7% +$1.08M 0.35% 57
2026
Q1 		$15.1M Sell
152,565
-1,783
-1% -$178K 0.42% 51
2025
Q4 		$15.4M Sell
154,348
-38,779
-20% -$3.89M 0.37% 53
2025
Q3 		$19.4M Buy
193,127
+10,263
+6% +$1.02M 0.48% 42
2025
Q2 		$18.1M Buy
182,864
+49,045
+37% +$4.81M 0.49% 43
2025
Q1 		$13.2M Buy
133,819
+2,814
+2% +$275K 0.41% 58
2024
Q4 		$12.7M Buy
131,005
+36,651
+39% +$3.61M 0.37% 62
2024
Q3 		$9.56M Buy
94,354
+3,443
+4% +$344K 0.26% 81
2024
Q2 		$8.82M Sell
90,911
-21,269
-19% -$2.05M 0.26% 84
2024
Q1 		$11M Buy
112,180
+4,145
+4% +$406K 0.34% 70
2023
Q4 		$10.7M Buy
108,035
+2,140
+2% +$204K 0.36% 64
2023
Q3 		$9.96M Buy
105,895
+27,385
+35% +$2.64M 0.39% 61
2023
Q2 		$7.69M Sell
78,510
-8,783
-10% -$868K 0.27% 77
2023
Q1 		$8.7M Sell
87,293
-1,266
-1% -$125K 0.36% 64
2022
Q4 		$8.59M Sell
88,559
-37,739
-30% -$3.65M 0.36% 54
2022
Q3 		$12.2M Buy
126,298
+728
+0.6% +$73.6K 0.64% 33
2022
Q2 		$12.8M Sell
125,570
-3,777
-3% -$388K 0.64% 34
2022
Q1 		$13.9M Buy
129,347
+66,905
+107% +$7.36M 0.72% 41
2021
Q4 		$7.12M Buy
62,442
+1,449
+2% +$166K 0.33% 71
2021
Q3 		$7M Sell
60,993
-1,995
-3% -$231K 0.3% 73
2021
Q2 		$7.26M Sell
62,988
-15,971
-20% -$1.83M 0.32% 75
2021
Q1 		$8.99M Sell
78,959
-12,918
-14% -$1.5M 0.43% 64
2020
Q4 		$10.9M Sell
91,877
-23,540
-20% -$2.77M 0.56% 50
2020
Q3 		$13.6M Sell
115,417
-3,067
-3% -$364K 0.87% 28
2020
Q2 		$14M Sell
118,484
-616,337
-84% -$72.2M 0.97% 26
2020
Q1 		$84.8M Buy
734,821
+641,660
+689% +$73.1M 7.74% 2
2019
Q4 		$10.5M Buy
93,161
+22,430
+32% +$2.53M 0.69% 38
2019
Q3 		$8.01M Buy
70,731
+19,578
+38% +$2.2M 0.57% 51
2019
Q2 		$5.7M Sell
51,153
-572
-1% -$62.5K 0.43% 66
2019
Q1 		$5.64M Sell
51,725
-8,941
-15% -$959K 0.44% 66
2018
Q4 		$6.46M Buy
60,666
+54,763
+928% +$5.74M 0.63% 43
2018
Q3 		$623K Buy
5,903
+1,367
+30% +$145K 0.05% 142
2018
Q2 		$482K Buy
4,536
+1,799
+66% +$191K 0.04% 162
2018
Q1 		$294K Buy
+2,737
New +$294K 0.03% 185

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Grimes & Company's AGG Position: Q2 2026 in Review

Grimes & Company increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.2% in Q2 2026, buying an estimated $1.08M and bringing the position to 163,475 shares worth $16.2M. The position accounts for 0.35% of the portfolio, ranked #57.

Grimes & Company first reported a position in AGG in Q1 2018 and has held it in 34 quarters since. The position peaked at $84.8M in Q1 2020. 984 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Grimes & Company held 163,475 shares of iShares Core US Aggregate Bond ETF worth $16.2M as of Q2 2026.
  • Grimes & Company bought 10,910 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.08M.
  • iShares Core US Aggregate Bond ETF made up 0.35% of Grimes & Company's portfolio in Q2 2026, its #57 holding.
  • Grimes & Company first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Grimes & Company's iShares Core US Aggregate Bond ETF position peaked at $84.8M in Q1 2020.
  • 984 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.