ATWA
AGG icon

Arbor Trust Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Arbor Trust Wealth Advisors’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
Q1 		$5.08M Buy
51,219
+4,567
+10% +$457K 2.23% 16
2025
Q4 		$4.66M Buy
46,652
+3,102
+7% +$311K 2.04% 18
2025
Q3 		$4.37M Buy
43,550
+2,665
+7% +$264K 1.97% 19
2025
Q2 		$4.06M Sell
40,885
-12,803
-24% -$1.25M 1.98% 20
2025
Q1 		$5.31M Buy
53,688
+2,537
+5% +$248K 2.49% 14
2024
Q4 		$4.96M Buy
51,151
+11,282
+28% +$1.11M 2.32% 15
2024
Q3 		$3.87M Hold
39,869
– – 2.03% 18
2024
Q2 		$3.87M Buy
39,869
+4,621
+13% +$446K 2.03% 18
2024
Q1 		$3.38M Buy
35,248
+6,237
+21% +$610K 1.85% 20
2023
Q4 		$2.88M Buy
29,011
+4,127
+17% +$393K 1.71% 19
2023
Q3 		$2.34M Buy
24,884
+9,322
+60% +$898K 1.54% 23
2023
Q2 		$1.52M Buy
+15,562
New +$1.54M 0.97% 31

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Arbor Trust Wealth Advisors's AGG Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.8% in Q1 2026, buying an estimated $457K and bringing the position to 51,219 shares worth $5.08M. The position accounts for 2.23% of the portfolio, ranked #16.

Arbor Trust Wealth Advisors first reported a position in AGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.31M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Arbor Trust Wealth Advisors held 51,219 shares of iShares Core US Aggregate Bond ETF worth $5.08M as of Q1 2026.
  • Arbor Trust Wealth Advisors bought 4,567 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $457K.
  • iShares Core US Aggregate Bond ETF made up 2.23% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Arbor Trust Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Arbor Trust Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.31M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.