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HM Payson & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HM Payson & Co’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
Q2 		– Sell
-36
Closed -$3.56K – 997
2025
Q1 		$3.56K Buy
+36
New +$3.52K ﹤0.01% 927
2024
Q1 		– Sell
-110
Closed -$10.9K – 961
2023
Q4 		$10.9K Sell
110
-90
-45% -$8.56K ﹤0.01% 810
2023
Q3 		$18.8K Hold
200
– – ﹤0.01% 745
2023
Q2 		$19.6K Hold
200
– – ﹤0.01% 732
2023
Q1 		$19.9K Buy
+200
New +$19.8K ﹤0.01% 713
2022
Q4 		– Sell
-1,400
Closed -$135K – 934
2022
Q3 		$135K Hold
1,400
– – ﹤0.01% 426
2022
Q2 		$142K Sell
1,400
-553
-28% -$56.8K ﹤0.01% 424
2022
Q1 		$209K Buy
1,953
+1,818
+1,347% +$200K ﹤0.01% 394
2021
Q4 		$15K Buy
+135
New +$15.4K ﹤0.01% 810
2021
Q2 		– Sell
-816
Closed -$93K – 1086
2021
Q1 		$93K Sell
816
-1,390
-63% -$161K ﹤0.01% 491
2020
Q4 		$261K Buy
2,206
+1,466
+198% +$173K 0.01% 349
2020
Q3 		$87K Buy
740
+276
+59% +$32.7K ﹤0.01% 470
2020
Q2 		$55K Hold
464
– – ﹤0.01% 506
2020
Q1 		$54K Sell
464
-400
-46% -$45.6K ﹤0.01% 485
2019
Q4 		$97K Buy
864
+404
+88% +$45.5K ﹤0.01% 472
2019
Q3 		$52K Sell
460
-771
-63% -$86.7K ﹤0.01% 592
2019
Q2 		$137K Buy
+1,231
New +$135K ﹤0.01% 452

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HM Payson & Co's AGG Position: Q2 2025 in Review

HM Payson & Co sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 36 shares — an estimated $3.56K sold.

HM Payson & Co first reported a position in AGG in Q2 2019 and held it in 17 quarters. The position peaked at $261K in Q4 2020. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • HM Payson & Co reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • HM Payson & Co sold 36 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $3.56K.
  • HM Payson & Co first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 17 quarters.
  • HM Payson & Co's iShares Core US Aggregate Bond ETF position peaked at $261K in Q4 2020.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.