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 Q2	$5.46M	Buy	55,170 +3,951	+8%	+$391K	2.2%	16
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arbor Trust Wealth Advisors's AGG Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.7% in Q2 2026, buying an estimated $391K and bringing the position to 55,170 shares worth $5.46M. The position accounts for 2.2% of the portfolio, ranked #16.

Arbor Trust Wealth Advisors first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Arbor Trust Wealth Advisors held 55,170 shares of iShares Core US Aggregate Bond ETF worth $5.46M as of Q2 2026.
Arbor Trust Wealth Advisors bought 3,951 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $391K.
iShares Core US Aggregate Bond ETF made up 2.2% of Arbor Trust Wealth Advisors's portfolio in Q2 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 13 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.