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IMS Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

IMS Capital 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 		$654K Hold
6,526
– – 0.3% 73
2025
Q2 		$647K Buy
6,526
+650
+11% +$63.7K 0.3% 73
2025
Q1 		$581K Buy
5,876
+18
+0.3% +$1.76K 0.29% 70
2024
Q4 		$568K Hold
5,858
– – 0.26% 76
2024
Q3 		$593K Hold
5,858
– – 0.27% 79
2024
Q2 		$589K Buy
5,858
+60
+1% +$5.79K 0.27% 79
2024
Q1 		$568K Buy
+5,798
New +$567K 0.26% 80

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

IMS Capital Management's AGG Position: Q3 2025 in Review

IMS Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2025 at 6,526 shares worth $654K. The position accounts for 0.3% of the portfolio, ranked #73.

IMS Capital Management first reported a position in AGG in Q1 2024 and has held it in 7 quarters since. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • IMS Capital Management held 6,526 shares of iShares Core US Aggregate Bond ETF worth $654K as of Q3 2025.
  • IMS Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2025.
  • iShares Core US Aggregate Bond ETF made up 0.3% of IMS Capital Management's portfolio in Q3 2025, its #73 holding.
  • IMS Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.