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Kraft Davis & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kraft Davis & Associates’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
-12,278
Closed -$1.21M – 147
2025
Q2 		$1.21M Sell
12,278
-10,549
-46% -$1.03M 0.33% 55
2025
Q1 		$2.23M Buy
+22,827
New +$2.23M 0.72% 35
2024
Q4 		– Sell
-3,539
Closed -$348K – 139
2024
Q3 		$348K Sell
3,539
-90,369
-96% -$9.02M 0.1% 98
2024
Q2 		$9.23M Buy
+93,908
New +$9.06M 2.8% 11

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Kraft Davis & Associates's AGG Position: Q3 2025 in Review

Kraft Davis & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 12,278 shares — an estimated $1.21M sold.

Kraft Davis & Associates first reported a position in AGG in Q2 2024 and held it in 4 quarters. The position peaked at $9.23M in Q2 2024. 1,931 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Kraft Davis & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 12,278 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $1.21M.
  • Kraft Davis & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Kraft Davis & Associates's iShares Core US Aggregate Bond ETF position peaked at $9.23M in Q2 2024.
  • 1,931 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Kraft Davis & Associates's 13F filing for Q3 2025, filed 5 Nov 2025.