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American State Bank (Iowa)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

American State Bank (Iowa)’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 		$2.73M Sell
27,621
-744
-3% -$73.6K 1.11% 19
2026
Q1 		$2.82M Sell
28,365
-6,629
-19% -$663K 1.35% 15
2025
Q4 		$3.5M Buy
34,994
+3,589
+11% +$360K 1.68% 8
2025
Q3 		$3.15M Sell
31,405
-9,766
-24% -$969K 1.6% 9
2025
Q2 		$4.08M Sell
41,171
-19,487
-32% -$1.91M 2.26% 7
2025
Q1 		$6M Buy
60,658
+2,023
+3% +$198K 3.62% 5
2024
Q4 		$5.68M Buy
58,635
+5,990
+11% +$590K 3.42% 7
2024
Q3 		$5.33M Buy
52,645
+2,909
+6% +$290K 3.24% 7
2024
Q2 		$4.83M Buy
49,736
+2,003
+4% +$193K 3.09% 7
2024
Q1 		$4.67M Buy
47,733
+1,292
+3% +$126K 3.14% 6
2023
Q4 		$4.61M Buy
46,441
+4,039
+10% +$384K 2.93% 6
2023
Q3 		$3.99M Buy
42,402
+1,300
+3% +$125K 2.86% 6
2023
Q2 		$4.03M Buy
41,102
+199
+0.5% +$19.7K 2.8% 6
2023
Q1 		$4.08M Buy
40,903
+720
+2% +$71.2K 2.97% 5
2022
Q4 		$3.9M Buy
40,183
+1,841
+5% +$178K 3.01% 4
2022
Q3 		$3.69M Buy
38,342
+1,975
+5% +$200K 3.2% 4
2022
Q2 		$3.7M Buy
36,367
+538
+2% +$55.3K 2.93% 5
2022
Q1 		$3.84M Sell
35,829
-2,320
-6% -$255K 2.66% 6
2021
Q4 		$4.35M Buy
38,149
+5,060
+15% +$579K 3.01% 5
2021
Q3 		$3.8M Buy
33,089
+3,443
+12% +$399K 2.95% 5
2021
Q2 		$3.42M Buy
29,646
+7,631
+35% +$874K 2.67% 5
2021
Q1 		$2.51M Buy
22,015
+7,339
+50% +$850K 2.14% 6
2020
Q4 		$1.73M Buy
+14,676
New +$1.73M 1.65% 9

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

American State Bank (Iowa)'s AGG Position: Q2 2026 in Review

American State Bank (Iowa) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q2 2026, selling an estimated $73.6K and leaving 27,621 shares worth $2.73M. The position accounts for 1.11% of the portfolio, ranked #19.

American State Bank (Iowa) first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $6M in Q1 2025. 805 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • American State Bank (Iowa) held 27,621 shares of iShares Core US Aggregate Bond ETF worth $2.73M as of Q2 2026.
  • American State Bank (Iowa) sold 744 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $73.6K.
  • iShares Core US Aggregate Bond ETF made up 1.11% of American State Bank (Iowa)'s portfolio in Q2 2026, its #19 holding.
  • American State Bank (Iowa) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • American State Bank (Iowa)'s iShares Core US Aggregate Bond ETF position peaked at $6M in Q1 2025.
  • 805 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.