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

Crews 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 		$167K Buy
1,688
+122
+8% +$12.1K 0.02% 244
2026
Q1 		$155K Buy
1,566
+103
+7% +$10.3K 0.02% 238
2025
Q4 		$146K Hold
1,463
– – 0.02% 246
2025
Q3 		$147K Sell
1,463
-12
-0.8% -$1.19K 0.02% 247
2025
Q2 		$146K Buy
1,475
+12
+0.8% +$1.18K 0.02% 243
2025
Q1 		$145K Hold
1,463
– – 0.02% 237
2024
Q4 		$142K Buy
+1,463
New +$144K 0.02% 236

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

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

Crews Bank & Trust increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 1,688 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #244.

Crews Bank & Trust first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Crews Bank & Trust held 1,688 shares of iShares Core US Aggregate Bond ETF worth $167K as of Q2 2026.
  • Crews Bank & Trust bought 122 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #244 holding.
  • Crews Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.