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Bank of Jackson Hole Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bank of Jackson Hole 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 		– Sell
-84
Closed -$8.34K – 14
2026
Q1 		$8.34K Hold
84
– – ﹤0.01% 411
2025
Q4 		$8.39K Hold
84
– – ﹤0.01% 407
2025
Q3 		$8.42K Hold
84
– – ﹤0.01% 386
2025
Q2 		$8.33K Sell
84
-221
-72% -$21.7K ﹤0.01% 379
2025
Q1 		$30.3K Sell
305
-56
-16% -$5.47K 0.02% 271
2024
Q4 		$35K Buy
+361
New +$35.6K 0.02% 260

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Jackson Hole Trust's AGG Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 84 shares — an estimated $8.34K sold.

Bank of Jackson Hole Trust first reported a position in AGG in Q4 2024 and held it in 6 quarters. The position peaked at $35K in Q4 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 84 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.34K.
  • Bank of Jackson Hole Trust first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's iShares Core US Aggregate Bond ETF position peaked at $35K in Q4 2024.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.