Associated Banc-Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Associated Banc-Corp’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 Q3	$376K	Buy	3,977 +39	+1%	+$3.79K	0.01%	290
2026 Q2	$390K	Sell	3,938 -2,209	-36%	-$219K	0.01%	296
2026 Q1	$610K	Buy	6,147 +367	+6%	+$36.7K	0.02%	236
2025 Q4	$577K	Hold	5,780	–	–	0.01%	234
2025 Q3	$579K	Buy	5,780 +3,073	+114%	+$305K	0.02%	237
2025 Q2	$269K	Sell	2,707 -190	-7%	-$18.6K	0.01%	293
2025 Q1	$287K	Buy	+2,897	New	+$283K	0.01%	281
2024 Q4	–	Sell	-2,256	Closed	-$228K	–	318
2024 Q3	$228K	Buy	+2,256	New	+$225K	0.01%	307
2021 Q3	–	Sell	-1,795	Closed	-$207K	–	324
2021 Q2	$207K	Buy	+1,795	New	+$206K	0.01%	316

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Associated Banc-Corp's AGG Position: Q3 2026 in Review

Associated Banc-Corp increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.99% in Q3 2026, buying an estimated $3.79K and bringing the position to 3,977 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #290.

Associated Banc-Corp first reported a position in AGG in Q2 2021 and has held it in 9 quarters since. The position peaked at $610K in Q1 2026. 955 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Associated Banc-Corp held 3,977 shares of iShares Core US Aggregate Bond ETF worth $376K as of Q3 2026.
Associated Banc-Corp bought 39 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $3.79K.
iShares Core US Aggregate Bond ETF made up 0.01% of Associated Banc-Corp's portfolio in Q3 2026, its #290 holding.
Associated Banc-Corp first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 9 quarters since.
Associated Banc-Corp's iShares Core US Aggregate Bond ETF position peaked at $610K in Q1 2026.
955 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Associated Banc-Corp's 13F filing for Q3 2026, filed 30 Oct 2026.