Grimes & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
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
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. 2,096 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.
- 2,096 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.