Koesten Hirschmann & Crabtree’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-669	Closed	-$67K	–	46
2025 Q3	$67K	Buy	669 +14	+2%	+$1.39K	0.03%	71
2025 Q2	$65K	Buy	655 +46	+8%	+$4.51K	0.03%	73
2025 Q1	$60.3K	Buy	609 +205	+51%	+$20K	0.03%	73
2024 Q4	$39.2K	Sell	404 -10	-2%	-$985	0.02%	92
2024 Q3	$41.9K	Sell	414 -227	-35%	-$22.6K	0.02%	88
2024 Q2	$62.8K	Hold	641	–	–	0.04%	75
2024 Q1	$62.8K	Buy	641 +314	+96%	+$30.7K	0.04%	75
2023 Q4	$32.4K	Buy	327 +34	+12%	+$3.24K	0.02%	92
2023 Q3	$27.6K	Buy	293 +4	+1%	+$385	0.02%	81
2023 Q2	$28.3K	Buy	289 +5	+2%	+$494	0.02%	83
2023 Q1	$28.3K	Buy	284 +105	+59%	+$10.4K	0.02%	91
2022 Q4	$17.4K	Buy	+179	New	+$17.3K	0.01%	96

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Koesten Hirschmann & Crabtree's AGG Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 669 shares — an estimated $67K sold.

Koesten Hirschmann & Crabtree first reported a position in AGG in Q4 2022 and held it in 12 quarters. The position peaked at $67K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 669 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $67K.
Koesten Hirschmann & Crabtree first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares Core US Aggregate Bond ETF position peaked at $67K in Q3 2025.
2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.