LMKC
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L.M. Kohn & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

L.M. Kohn & Company’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
-12,815
Closed -$1.27M – 126
2025
Q2 		$1.27M Buy
+12,815
New +$1.26M 0.34% 51
2024
Q4 		– Sell
-2,597
Closed -$263K – 262
2024
Q3 		$263K Buy
+2,597
New +$259K 0.07% 219
2024
Q2 		– Sell
-2,203
Closed -$216K – 268
2024
Q1 		$216K Buy
+2,203
New +$216K 0.06% 241

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

L.M. Kohn & Company's AGG Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 12,815 shares — an estimated $1.27M sold.

L.M. Kohn & Company first reported a position in AGG in Q1 2024 and held it in 3 quarters. The position peaked at $1.27M in Q2 2025. 1,930 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 12,815 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $1.27M.
  • L.M. Kohn & Company first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 3 quarters.
  • L.M. Kohn & Company's iShares Core US Aggregate Bond ETF position peaked at $1.27M in Q2 2025.
  • 1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.