First National Bank of Omaha’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First National Bank of Omaha’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	$3.49M	Sell	35,256 -1,152	-3%	-$114K	0.1%	194
2026 Q1	$3.61M	Sell	36,408 -9,163	-20%	-$917K	0.11%	192
2025 Q4	$4.55M	Buy	45,571 +875	+2%	+$87.8K	0.13%	168
2025 Q3	$4.48M	Sell	44,696 -5,080	-10%	-$504K	0.28%	96
2025 Q2	$4.94M	Sell	49,776 -1,390	-3%	-$136K	0.32%	88
2025 Q1	$5.06M	Sell	51,166 -750	-1%	-$73.3K	0.35%	88
2024 Q4	$5.03M	Sell	51,916 -3,900	-7%	-$384K	0.33%	89
2024 Q3	$5.65M	Sell	55,816 -2,335	-4%	-$233K	0.36%	84
2024 Q2	$5.64M	Buy	58,151 +6,985	+14%	+$674K	0.37%	85
2024 Q1	$5.06M	Sell	51,166 -16,855	-25%	-$1.65M	0.35%	88
2023 Q4	$6.75M	Buy	68,021 +4,300	+7%	+$409K	0.43%	77
2023 Q3	$5.99M	Buy	63,721 +975	+2%	+$93.9K	0.39%	85
2023 Q2	$6.15M	Buy	62,746 +3,010	+5%	+$298K	0.35%	96
2023 Q1	$5.95M	Buy	59,736 +1,550	+3%	+$153K	0.36%	93
2022 Q4	$5.64M	Sell	58,186 -505	-0.9%	-$48.8K	0.35%	99
2022 Q3	$5.65M	Buy	58,691 +6,970	+13%	+$705K	0.37%	86
2022 Q2	$5.26M	Sell	51,721 -3,585	-6%	-$368K	0.32%	99
2022 Q1	$5.92M	Sell	55,306 -10,187	-16%	-$1.12M	0.3%	104
2021 Q4	$7.47M	Sell	65,493 -4	-0%	-$458	0.36%	85
2021 Q3	$7.52M	Buy	65,497 +7,375	+13%	+$855K	0.38%	82
2021 Q2	$6.62M	Hold	58,122	–	–	0.35%	93
2021 Q1	$6.62M	Buy	58,122 +5,777	+11%	+$669K	0.35%	93
2020 Q4	$6.19M	Buy	52,345 +2,102	+4%	+$248K	0.34%	95
2020 Q3	$5.93M	Sell	50,243 -1,422	-3%	-$169K	0.37%	85
2020 Q2	$6.11M	Buy	51,665 +1,566	+3%	+$183K	0.41%	80
2020 Q1	$5.78M	Buy	50,099 +3,125	+7%	+$356K	0.45%	71
2019 Q4	$5.28M	Buy	46,974 +10,864	+30%	+$1.22M	0.32%	112
2019 Q3	$4.09M	Buy	36,110 +17,978	+99%	+$2.02M	0.26%	125
2019 Q2	$2.02M	Buy	18,132 +2,165	+14%	+$237K	0.13%	169
2019 Q1	$1.74M	Buy	15,967 +73	+0.5%	+$7.83K	0.12%	169
2018 Q4	$1.69M	Buy	15,894 +1,670	+12%	+$175K	0.13%	166
2018 Q3	$1.5M	Buy	14,224 +387	+3%	+$41.1K	0.08%	241
2018 Q2	$1.47M	Sell	13,837 -13,360	-49%	-$1.42M	0.09%	248
2018 Q1	$2.92M	Buy	27,197 +1,033	+4%	+$111K	0.17%	171
2017 Q4	$2.86M	Buy	26,164 +734	+3%	+$80.2K	0.17%	168
2017 Q3	$2.79M	Buy	25,430 +305	+1%	+$33.5K	0.17%	166
2017 Q2	$2.75M	Sell	25,125 -20	-0.1%	-$2.19K	0.17%	165
2017 Q1	$2.73M	Buy	25,145 +2,207	+10%	+$239K	0.17%	170
2016 Q4	$2.48M	Sell	22,938 -478	-2%	-$52.4K	0.15%	173
2016 Q3	$2.63M	Buy	23,416 +1,057	+5%	+$119K	0.19%	141
2016 Q2	$2.52M	Sell	22,359 -254	-1%	-$28.2K	0.19%	140
2016 Q1	$2.51M	Hold	22,613	–	–	0.19%	143
2015 Q4	$2.44K	Sell	22,613 -43	-0.2%	-$4.68K	0.17%	150
2015 Q3	$2.48K	Buy	22,656 +243	+1%	+$26.5K	0.18%	151
2015 Q2	$2.48K	Hold	22,413	–	–	0.17%	155
2015 Q1	$2.48K	Buy	22,413 +1,204	+6%	+$134K	0.17%	155
2014 Q4	$2.34M	Sell	21,209 -20	-0.1%	-$2.2K	0.16%	159
2014 Q3	$2.32M	Buy	21,229 +2,055	+11%	+$224K	0.17%	160
2014 Q2	$2.1M	Buy	19,174 +55	+0.3%	+$5.98K	0.15%	164
2014 Q1	$2.06M	Buy	19,119 +2,094	+12%	+$225K	0.15%	162
2013 Q4	$1.81M	Buy	17,025 +720	+4%	+$77.1K	0.14%	163
2013 Q3	$1.75M	Buy	16,305 +755	+5%	+$80.5K	0.15%	155
2013 Q2	$1.67K	Buy	+15,550	New	+$1.71M	0.14%	157

Other funds holding AGG

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

First National Bank of Omaha's AGG Position: Q2 2026 in Review

First National Bank of Omaha reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q2 2026, selling an estimated $114K and leaving 35,256 shares worth $3.49M. The position accounts for 0.1% of the portfolio, ranked #194.

First National Bank of Omaha first reported a position in AGG in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.52M in Q3 2021. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

First National Bank of Omaha held 35,256 shares of iShares Core US Aggregate Bond ETF worth $3.49M as of Q2 2026.
First National Bank of Omaha sold 1,152 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $114K.
iShares Core US Aggregate Bond ETF made up 0.1% of First National Bank of Omaha's portfolio in Q2 2026, its #194 holding.
First National Bank of Omaha first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 53 quarters since.
First National Bank of Omaha's iShares Core US Aggregate Bond ETF position peaked at $7.52M in Q3 2021.
1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.