KB
AGG icon

Kimelman & Baird’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kimelman & Baird’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
Q1 		– Sell
-375
Closed -$36.3K – 350
2024
Q4 		$36.3K Hold
375
– – ﹤0.01% 218
2024
Q3 		$38K Hold
375
– – ﹤0.01% 216
2024
Q2 		$36.4K Buy
+375
New +$36.2K ﹤0.01% 212

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
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
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

Kimelman & Baird's AGG Position: Q1 2025 in Review

Kimelman & Baird sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 375 shares — an estimated $36.3K sold.

Kimelman & Baird first reported a position in AGG in Q2 2024 and held it in 3 quarters. The position peaked at $38K in Q3 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Kimelman & Baird reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kimelman & Baird sold 375 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $36.3K.
  • Kimelman & Baird first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Kimelman & Baird's iShares Core US Aggregate Bond ETF position peaked at $38K in Q3 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Kimelman & Baird's 13F filing for Q1 2025, filed 13 May 2025.