Cadence Bank’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cadence Bank’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
2025 Q4	$594K	Buy	5,952 +585	+11%	+$58.7K	0.03%	217
2025 Q3	$538K	Sell	5,367 -28	-0.5%	-$2.78K	0.03%	229
2025 Q2	$535K	Buy	5,395 +346	+7%	+$33.9K	0.04%	226
2025 Q1	$499K	Buy	5,049 +1,392	+38%	+$136K	0.04%	228
2024 Q4	$354K	Sell	3,657 -13,036	-78%	-$1.28M	0.02%	258
2024 Q3	$1.69M	Buy	+16,693	New	+$1.67M	0.12%	126
2024 Q2	–	Sell	-3,657	Closed	-$358K	–	296
2024 Q1	$358K	Sell	3,657 -215	-6%	-$21K	0.03%	256
2023 Q4	$384K	Sell	3,872 -1,500	-28%	-$143K	0.03%	247
2023 Q3	$505K	Buy	5,372 +305	+6%	+$29.4K	0.04%	214
2023 Q2	$496K	Hold	5,067	–	–	0.04%	223
2023 Q1	$505K	Sell	5,067 -319	-6%	-$31.5K	0.05%	222
2022 Q4	$522K	Buy	5,386 +319	+6%	+$30.9K	0.05%	224
2022 Q3	$488K	Buy	+5,067	New	+$512K	0.05%	213

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cadence Bank's AGG Position: Q4 2025 in Review

Cadence Bank increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q4 2025, buying an estimated $58.7K and bringing the position to 5,952 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #217.

Cadence Bank first reported a position in AGG in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.69M in Q3 2024. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Cadence Bank held 5,952 shares of iShares Core US Aggregate Bond ETF worth $594K as of Q4 2025.
Cadence Bank bought 585 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $58.7K.
iShares Core US Aggregate Bond ETF made up 0.03% of Cadence Bank's portfolio in Q4 2025, its #217 holding.
Cadence Bank first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares Core US Aggregate Bond ETF position peaked at $1.69M in Q3 2024.
2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.