Finward Bancorp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Finward Bancorp’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	$661K	Sell	6,987 -90	-1%	-$8.74K	0.49%	47
2026 Q2	$700K	Hold	7,077	–	–	0.53%	45
2026 Q1	$703K	Sell	7,077 -55	-0.8%	-$5.5K	0.56%	44
2025 Q4	$712K	Hold	7,132	–	–	0.55%	44
2025 Q3	$715K	Sell	7,132 -2,060	-22%	-$204K	0.54%	45
2025 Q2	$912K	Hold	9,192	–	–	0.72%	37
2025 Q1	$909K	Buy	9,192 +150	+2%	+$14.7K	0.79%	37
2024 Q4	$876K	Buy	+9,042	New	+$891K	0.76%	34

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Finward Bancorp's AGG Position: Q3 2026 in Review

Finward Bancorp reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q3 2026, selling an estimated $8.74K and leaving 6,987 shares worth $661K. The position accounts for 0.49% of the portfolio, ranked #47.

Finward Bancorp first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $912K in Q2 2025. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Finward Bancorp held 6,987 shares of iShares Core US Aggregate Bond ETF worth $661K as of Q3 2026.
Finward Bancorp sold 90 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $8.74K.
iShares Core US Aggregate Bond ETF made up 0.49% of Finward Bancorp's portfolio in Q3 2026, its #47 holding.
Finward Bancorp first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's iShares Core US Aggregate Bond ETF position peaked at $912K in Q2 2025.
684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.