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CoreFirst Bank & Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CoreFirst Bank & 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
-1,110
Closed -$110K – 280
2026
Q1 		$110K Hold
1,110
– – 0.06% 151
2025
Q4 		$111K Buy
+1,110
New +$111K 0.06% 152
2023
Q2 		– Sell
-669
Closed -$66.7K – 358
2023
Q1 		$66.7K Buy
+669
New +$66.1K 0.05% 201

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

CoreFirst Bank & Trust's AGG Position: Q2 2026 in Review

CoreFirst Bank & Trust sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 1,110 shares — an estimated $110K sold.

CoreFirst Bank & Trust first reported a position in AGG in Q1 2023 and held it in 3 quarters. The position peaked at $111K in Q4 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • CoreFirst Bank & Trust reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 1,110 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $110K.
  • CoreFirst Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 3 quarters.
  • CoreFirst Bank & Trust's iShares Core US Aggregate Bond ETF position peaked at $111K in Q4 2025.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.