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

First Interstate 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	$3.11M	Buy	31,467 +1,032	+3%	+$102K	0.16%	61
2026 Q1	$3.02M	Buy	30,435 +1,727	+6%	+$173K	0.17%	63
2025 Q4	$2.87M	Buy	28,708 +305	+1%	+$30.6K	0.15%	66
2025 Q3	$2.85M	Sell	28,403 -170	-0.6%	-$16.9K	0.16%	66
2025 Q2	$2.83M	Sell	28,573 -331	-1%	-$32.4K	0.17%	67
2025 Q1	$2.86M	Sell	28,904 -65,214	-69%	-$6.38M	0.17%	62
2024 Q4	$9.12M	Buy	94,118 +66,197	+237%	+$6.52M	0.55%	29
2024 Q3	$2.83M	Sell	27,921 -3,880	-12%	-$387K	0.17%	65
2024 Q2	$3.09M	Sell	31,801 -206	-0.6%	-$19.9K	0.21%	56
2024 Q1	$3.13M	Sell	32,007 -151,416	-83%	-$14.8M	0.22%	60
2023 Q4	$18.2M	Buy	183,423 +158,004	+622%	+$15M	1.35%	16
2023 Q3	$2.39M	Buy	25,419 +4,833	+23%	+$465K	0.21%	60
2023 Q2	$2.02M	Sell	20,586 -9,561	-32%	-$945K	0.17%	64
2023 Q1	$3M	Buy	30,147 +6,276	+26%	+$620K	0.23%	57
2022 Q4	$2.31M	Buy	23,871 +10,567	+79%	+$1.02M	0.17%	69
2022 Q3	$1.28M	Sell	13,304 -2,202	-14%	-$223K	0.1%	74
2022 Q2	$1.58M	Buy	15,506 +2,647	+21%	+$272K	0.12%	74
2022 Q1	$1.38M	Buy	12,859 +329	+3%	+$36.2K	0.13%	68
2021 Q4	$1.43M	Buy	12,530 +528	+4%	+$60.4K	0.14%	61
2021 Q3	$1.38M	Sell	12,002 -1,921	-14%	-$223K	0.14%	62
2021 Q2	$1.61M	Buy	+13,923	New	+$1.6M	0.17%	61
2020 Q4	$1.39M	Buy	11,755 +507	+5%	+$59.7K	0.19%	53
2020 Q3	$1.33M	Buy	11,248 +1,624	+17%	+$193K	0.2%	53
2020 Q2	$1.14M	Sell	9,624 -2,133	-18%	-$250K	0.16%	73
2020 Q1	$1.36M	Sell	11,757 -730	-6%	-$83.2K	0.34%	59
2019 Q4	$1.4M	Buy	12,487 +1,210	+11%	+$136K	0.31%	58
2019 Q3	$1.28M	Buy	11,277 +382	+4%	+$42.9K	0.3%	61
2019 Q2	$1.21M	Buy	10,895 +734	+7%	+$80.3K	0.27%	64
2019 Q1	$1.11M	Sell	10,161 -1,084	-10%	-$116K	0.25%	66
2018 Q4	$1.2M	Buy	11,245 +736	+7%	+$77.2K	0.3%	61
2018 Q3	$1.11M	Buy	10,509 +45	+0.4%	+$4.77K	0.23%	68
2018 Q2	$1.11M	Buy	10,464 +85	+0.8%	+$9.01K	0.25%	66
2018 Q1	$1.11M	Buy	10,379 +565	+6%	+$60.7K	0.25%	66
2017 Q4	$1.07M	Buy	9,814 +87	+0.9%	+$9.51K	0.23%	70
2017 Q3	$1.07M	Buy	9,727 +861	+10%	+$94.5K	0.23%	71
2017 Q2	$971K	Buy	+8,866	New	+$969K	0.2%	79
2016 Q2	–	Sell	-24	Closed	-$3K	–	735
2016 Q1	$3K	Buy	+24	New	+$2.63K	﹤0.01%	676

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Interstate Bank's AGG Position: Q2 2026 in Review

First Interstate Bank increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q2 2026, buying an estimated $102K and bringing the position to 31,467 shares worth $3.11M. The position accounts for 0.16% of the portfolio, ranked #61.

First Interstate Bank first reported a position in AGG in Q1 2016 and has held it in 37 quarters since. The position peaked at $18.2M in Q4 2023. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

First Interstate Bank held 31,467 shares of iShares Core US Aggregate Bond ETF worth $3.11M as of Q2 2026.
First Interstate Bank bought 1,032 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $102K.
iShares Core US Aggregate Bond ETF made up 0.16% of First Interstate Bank's portfolio in Q2 2026, its #61 holding.
First Interstate Bank first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 37 quarters since.
First Interstate Bank's iShares Core US Aggregate Bond ETF position peaked at $18.2M in Q4 2023.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on First Interstate Bank's 13F filing for Q2 2026, filed 24 Jul 2026.