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

Essex Savings 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
Q2 		$236K Sell
2,386
-14
-0.6% -$1.39K 0.05% 283
2026
Q1 		$238K Buy
2,400
+70
+3% +$7K 0.05% 270
2025
Q4 		$233K Buy
2,330
+30
+1% +$3.01K 0.05% 277
2025
Q3 		$231K Hold
2,300
– – 0.05% 279
2025
Q2 		$228K Sell
2,300
-228
-9% -$22.3K 0.05% 276
2025
Q1 		$250K Buy
2,528
+243
+11% +$23.8K 0.06% 246
2024
Q4 		$221K Buy
+2,285
New +$225K 0.05% 271

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Essex Savings Bank's AGG Position: Q2 2026 in Review

Essex Savings Bank reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.58% in Q2 2026, selling an estimated $1.39K and leaving 2,386 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #283.

Essex Savings Bank first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q1 2025. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Essex Savings Bank held 2,386 shares of iShares Core US Aggregate Bond ETF worth $236K as of Q2 2026.
  • Essex Savings Bank sold 14 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.39K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #283 holding.
  • Essex Savings Bank first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Essex Savings Bank's iShares Core US Aggregate Bond ETF position peaked at $250K in Q1 2025.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.