KCM
AGG icon

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

Kanawha 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 		– Sell
-2,407
Closed -$239K – 217
2025
Q2 		$239K Sell
2,407
-122
-5% -$12K 0.02% 202
2025
Q1 		$250K Hold
2,529
– – 0.02% 192
2024
Q4 		$245K Sell
2,529
-180
-7% -$17.7K 0.02% 196
2024
Q3 		$274K Hold
2,709
– – 0.02% 199
2024
Q2 		$263K Hold
2,709
– – 0.02% 202
2024
Q1 		$265K Sell
2,709
-1,960
-42% -$192K 0.02% 193
2023
Q4 		$463K Buy
+4,669
New +$444K 0.04% 155
2022
Q4 		– Sell
-3,008
Closed -$290K – 208
2022
Q3 		$290K Hold
3,008
– – 0.03% 166
2022
Q2 		$306K Sell
3,008
-1,130
-27% -$116K 0.03% 167
2022
Q1 		$443K Sell
4,138
-160
-4% -$17.6K 0.04% 150
2021
Q4 		$490K Hold
4,298
– – 0.04% 149
2021
Q3 		$494K Hold
4,298
– – 0.05% 146
2021
Q2 		$496K Sell
4,298
-321
-7% -$36.8K 0.05% 146
2021
Q1 		$526K Hold
4,619
– – 0.05% 141
2020
Q4 		$546K Buy
4,619
+311
+7% +$36.6K 0.06% 133
2020
Q3 		$509K Sell
4,308
-10
-0.2% -$1.19K 0.06% 127
2020
Q2 		$510K Hold
4,318
– – 0.06% 127
2020
Q1 		$498K Hold
4,318
– – 0.07% 120
2019
Q4 		$485K Buy
4,318
+225
+5% +$25.4K 0.06% 139
2019
Q3 		$463K Buy
+4,093
New +$460K 0.06% 134

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

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

Kanawha Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,407 shares — an estimated $239K sold.

Kanawha Capital Management first reported a position in AGG in Q3 2019 and held it in 20 quarters. The position peaked at $546K in Q4 2020. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Kanawha Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kanawha Capital Management sold 2,407 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $239K.
  • Kanawha Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 20 quarters.
  • Kanawha Capital Management's iShares Core US Aggregate Bond ETF position peaked at $546K in Q4 2020.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Kanawha Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.