CBT
AGG icon

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
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 $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CoreFirst Bank & Trust's AGG Position: Q1 2026 in Review

CoreFirst Bank & Trust held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 1,110 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #151.

CoreFirst Bank & Trust first reported a position in AGG in Q1 2023 and has held it in 3 quarters since. The position peaked at $111K in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • CoreFirst Bank & Trust held 1,110 shares of iShares Core US Aggregate Bond ETF worth $110K as of Q1 2026.
  • CoreFirst Bank & Trust left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #151 holding.
  • CoreFirst Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • CoreFirst Bank & Trust's iShares Core US Aggregate Bond ETF position peaked at $111K in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.