Alpine Bank Wealth Management’s iShares Interest Rate Hedged US Aggregate Bond ETF AGRH Stock Holding History

Alpine Bank Wealth Management’s Portfolio AGRH Stock Details AGRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Buy	11,198 +653	+6%	+$17.1K	0.04%	144
2026 Q1	$275K	Hold	10,545	–	–	0.04%	140
2025 Q4	$276K	Hold	10,545	–	–	0.04%	132
2025 Q3	$275K	Sell	10,545 -13,500	-56%	-$350K	0.04%	132
2025 Q2	$623K	Sell	24,045 -1,639,385	-99%	-$42.3M	0.09%	92
2025 Q1	$43.2M	Buy	+1,663,430	New	+$43.3M	6.93%	5

Other funds holding AGRH

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Alpine Bank Wealth Management's AGRH Position: Q2 2026 in Review

Alpine Bank Wealth Management increased its iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) stake by 6.2% in Q2 2026, buying an estimated $17.1K and bringing the position to 11,198 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #144.

Alpine Bank Wealth Management first reported a position in AGRH in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.2M in Q1 2025. 4 funds tracked by Wall St. Rank hold AGRH as of Q2 2026.

Alpine Bank Wealth Management held 11,198 shares of iShares Interest Rate Hedged US Aggregate Bond ETF worth $295K as of Q2 2026.
Alpine Bank Wealth Management bought 653 iShares Interest Rate Hedged US Aggregate Bond ETF shares in Q2 2026, an estimated $17.1K.
iShares Interest Rate Hedged US Aggregate Bond ETF made up 0.04% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #144 holding.
Alpine Bank Wealth Management first reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Alpine Bank Wealth Management's iShares Interest Rate Hedged US Aggregate Bond ETF position peaked at $43.2M in Q1 2025.
4 funds tracked by Wall St. Rank held iShares Interest Rate Hedged US Aggregate Bond ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.