PCM
AGG icon

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

Parsons 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
Q1 		– Sell
-2,937
Closed -$285K – 435
2024
Q4 		$285K Buy
+2,937
New +$289K 0.02% 385
2017
Q4 		– Sell
-2,368
Closed -$260K – 364
2017
Q3 		$260K Buy
2,368
+25
+1% +$2.74K 0.03% 321
2017
Q2 		$257K Buy
2,343
+25
+1% +$2.73K 0.03% 314
2017
Q1 		$251K Sell
2,318
-70
-3% -$7.57K 0.03% 309
2016
Q4 		$258K Sell
2,388
-751
-24% -$82.3K 0.03% 294
2016
Q3 		$353K Buy
3,139
+500
+19% +$56.2K 0.05% 254
2016
Q2 		$297K Buy
2,639
+175
+7% +$19.4K 0.04% 268
2016
Q1 		$273K Buy
2,464
+228
+10% +$25K 0.04% 273
2015
Q4 		$242K Hold
2,236
– – 0.03% 287
2015
Q3 		$245K Hold
2,236
– – 0.04% 295
2015
Q2 		$243K Hold
2,236
– – 0.03% 301
2015
Q1 		$249K Buy
+2,236
New +$248K 0.04% 284

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

Parsons Capital Management's AGG Position: Q1 2025 in Review

Parsons Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,937 shares — an estimated $285K sold.

Parsons Capital Management first reported a position in AGG in Q1 2015 and held it in 12 quarters. The position peaked at $353K in Q3 2016. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Parsons Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Parsons Capital Management sold 2,937 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $285K.
  • Parsons Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and held it in 12 quarters.
  • Parsons Capital Management's iShares Core US Aggregate Bond ETF position peaked at $353K in Q3 2016.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Parsons Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.