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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Finward Bancorp's AGG Position: Q2 2026 in Review

Finward Bancorp held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 7,077 shares worth $700K. The position accounts for 0.53% of the portfolio, ranked #45.

Finward Bancorp first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $912K in Q2 2025. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Finward Bancorp held 7,077 shares of iShares Core US Aggregate Bond ETF worth $700K as of Q2 2026.
Finward Bancorp left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.53% of Finward Bancorp's portfolio in Q2 2026, its #45 holding.
Finward Bancorp first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Finward Bancorp's iShares Core US Aggregate Bond ETF position peaked at $912K in Q2 2025.
511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.