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

Eastern 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
2026 Q3	$61.5K	Sell	651 -283	-30%	-$27.5K	﹤0.01%	599
2026 Q2	$92.4K	Sell	934 -82	-8%	-$8.11K	﹤0.01%	522
2026 Q1	$101K	Sell	1,016 -10,904	-91%	-$1.09M	﹤0.01%	466
2025 Q4	$1.19M	Buy	11,920 +10,229	+605%	+$1.03M	0.02%	187
2025 Q3	$170K	Sell	1,691 -1,355	-44%	-$134K	﹤0.01%	378
2025 Q2	$302K	Buy	3,046 +1,345	+79%	+$132K	0.01%	309
2025 Q1	$168K	Sell	1,701 -1,949	-53%	-$191K	﹤0.01%	374
2024 Q4	$354K	Buy	3,650 +2,664	+270%	+$262K	0.01%	304
2024 Q3	$99.9K	Buy	+986	New	+$98.4K	﹤0.01%	463

Other funds holding AGG

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Eastern Bank's AGG Position: Q3 2026 in Review

Eastern Bank reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 30% in Q3 2026, selling an estimated $27.5K and leaving 651 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Eastern Bank first reported a position in AGG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2025. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Eastern Bank held 651 shares of iShares Core US Aggregate Bond ETF worth $61.5K as of Q3 2026.
Eastern Bank sold 283 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $27.5K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #599 holding.
Eastern Bank first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares Core US Aggregate Bond ETF position peaked at $1.19M in Q4 2025.
120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.