American National Bank & Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

American National Bank & Trust’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
2026 Q2	$3.18M	Buy	32,166 +3,417	+12%	+$338K	0.27%	59
2026 Q1	$2.85M	Sell	28,749 -712	-2%	-$71.2K	0.27%	62
2025 Q4	$2.94M	Buy	29,461 +662	+2%	+$66.4K	0.28%	59
2025 Q3	$2.89M	Buy	28,799 +417	+1%	+$41.4K	0.28%	56
2025 Q2	$2.82M	Buy	28,382 +1,435	+5%	+$141K	0.29%	56
2025 Q1	$2.67M	Buy	26,947 +654	+2%	+$63.9K	0.3%	55
2024 Q4	$2.55M	Sell	26,293 -2,129	-7%	-$210K	0.28%	63
2024 Q3	$2.88M	Buy	28,422 +2,290	+9%	+$228K	0.34%	60
2024 Q2	$2.54M	Sell	26,132 -102	-0.4%	-$9.85K	0.32%	60
2024 Q1	$2.57M	Buy	26,234 +6,597	+34%	+$646K	0.34%	61
2023 Q4	$1.95M	Buy	19,637 +1,408	+8%	+$134K	0.31%	64
2023 Q3	$1.71M	Buy	18,229 +12,430	+214%	+$1.2M	0.29%	66
2023 Q2	$568K	Sell	5,799 -4,587	-44%	-$453K	0.1%	106
2023 Q1	$1.03M	Sell	10,386 -35	-0.3%	-$3.46K	0.19%	72
2022 Q4	$1.01M	Buy	10,421 +78	+0.8%	+$7.54K	0.21%	74
2022 Q3	$996K	Buy	10,343 +1,477	+17%	+$149K	0.24%	68
2022 Q2	$901K	Sell	8,866 -416	-4%	-$42.7K	0.22%	76
2022 Q1	$994K	Sell	9,282 -101	-1%	-$11.1K	0.2%	73
2021 Q4	$1.07M	Sell	9,383 -186	-2%	-$21.3K	0.21%	76
2021 Q3	$1.1M	Sell	9,569 -252	-3%	-$29.2K	0.24%	79
2021 Q2	$1.13M	Buy	9,821 +33	+0.3%	+$3.78K	0.24%	79
2021 Q1	$1.11M	Buy	9,788 +345	+4%	+$39.9K	0.26%	65
2020 Q4	$1.12M	Buy	9,443 +687	+8%	+$80.9K	0.29%	52
2020 Q3	$1.03M	Buy	8,756 +1,916	+28%	+$227K	0.3%	48
2020 Q2	$809K	Buy	6,840 +370	+6%	+$43.3K	0.26%	51
2020 Q1	$746K	Buy	6,470 +274	+4%	+$31.2K	0.29%	49
2019 Q4	$696K	Buy	6,196 +150	+2%	+$16.9K	0.2%	63
2019 Q3	$684K	Sell	6,046 -5,818	-49%	-$654K	0.21%	66
2019 Q2	$1.32M	Buy	11,864 +7,912	+200%	+$865K	0.42%	51
2019 Q1	$431K	Buy	3,952 +599	+18%	+$64.2K	0.14%	84
2018 Q4	$357K	Buy	+3,353	New	+$352K	0.13%	78
2017 Q3	–	Sell	-109	Closed	-$12K	–	247
2017 Q2	$12K	Buy	+109	New	+$11.9K	﹤0.01%	222

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

American National Bank & Trust's AGG Position: Q2 2026 in Review

American National Bank & Trust increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $338K and bringing the position to 32,166 shares worth $3.18M. The position accounts for 0.27% of the portfolio, ranked #59.

American National Bank & Trust first reported a position in AGG in Q2 2017 and has held it in 32 quarters since. 923 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

American National Bank & Trust held 32,166 shares of iShares Core US Aggregate Bond ETF worth $3.18M as of Q2 2026.
American National Bank & Trust bought 3,417 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $338K.
iShares Core US Aggregate Bond ETF made up 0.27% of American National Bank & Trust's portfolio in Q2 2026, its #59 holding.
American National Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 32 quarters since.
923 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.