Glenview Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.53M | Buy |
55,735
+1,841
| +3% | +$184K | 0.09% | 149 |
|
|
2025
Q4 | $5.38M | Buy |
53,894
+2,785
| +5% | +$279K | 0.08% | 151 |
|
|
2025
Q3 | $5.12M | Buy |
51,109
+381
| +0.8% | +$37.8K | 0.08% | 153 |
|
|
2025
Q2 | $5.03M | Buy |
50,728
+2,604
| +5% | +$255K | 0.09% | 148 |
|
|
2025
Q1 | $4.76M | Buy |
48,124
+6,189
| +15% | +$605K | 0.09% | 143 |
|
|
2024
Q4 | $4.06M | Buy |
41,935
+5,563
| +15% | +$548K | 0.08% | 151 |
|
|
2024
Q3 | $3.68M | Buy |
36,372
+2,738
| +8% | +$273K | 0.07% | 158 |
|
|
2024
Q2 | $3.26M | Buy |
33,634
+9,572
| +40% | +$924K | 0.07% | 161 |
|
|
2024
Q1 | $2.36M | Buy |
24,062
+7,638
| +47% | +$748K | 0.05% | 193 |
|
|
2023
Q4 | $1.63M | Buy |
16,424
+2,646
| +19% | +$252K | 0.04% | 210 |
|
|
2023
Q3 | $1.3M | Buy |
13,778
+804
| +6% | +$77.4K | 0.04% | 214 |
|
|
2023
Q2 | $1.27M | Sell |
12,974
-7,376
| -36% | -$729K | 0.03% | 212 |
|
|
2023
Q1 | $2.03M | Buy |
20,350
+8,692
| +75% | +$859K | 0.06% | 172 |
|
|
2022
Q4 | $1.13M | Buy |
11,658
+9,513
| +443% | +$920K | 0.04% | 210 |
|
|
2022
Q3 | $207K | Hold |
2,145
| – | – | 0.01% | 393 |
|
|
2022
Q2 | $218K | Sell |
2,145
-859
| -29% | -$88.3K | 0.01% | 389 |
|
|
2022
Q1 | $322K | Sell |
3,004
-65
| -2% | -$7.15K | 0.01% | 358 |
|
|
2021
Q4 | $350K | Sell |
3,069
-44
| -1% | -$5.03K | 0.01% | 339 |
|
|
2021
Q3 | $357K | Buy |
3,113
+44
| +1% | +$5.1K | 0.01% | 317 |
|
|
2021
Q2 | $354K | Hold |
3,069
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $349K | Sell |
3,069
-1,372
| -31% | -$159K | 0.02% | 316 |
|
|
2020
Q4 | $525K | Sell |
4,441
-523
| -11% | -$61.6K | 0.02% | 231 |
|
|
2020
Q3 | $586K | Buy |
4,964
+523
| +12% | +$62K | 0.03% | 214 |
|
|
2020
Q2 | $525K | Buy |
4,441
+1,207
| +37% | +$141K | 0.03% | 222 |
|
|
2020
Q1 | $373K | Sell |
3,234
-7
| -0.2% | -$798 | 0.03% | 237 |
|
|
2019
Q4 | $364K | Sell |
3,241
-40
| -1% | -$4.51K | 0.02% | 275 |
|
|
2019
Q3 | $371K | Hold |
3,281
| – | – | 0.02% | 266 |
|
|
2019
Q2 | $365K | Buy |
3,281
+40
| +1% | +$4.37K | 0.02% | 262 |
|
|
2019
Q1 | $353K | Sell |
3,241
-186
| -5% | -$19.9K | 0.02% | 266 |
|
|
2018
Q4 | $365K | Buy |
3,427
+859
| +33% | +$90.1K | 0.03% | 252 |
|
|
2018
Q3 | $271K | Hold |
2,568
| – | – | 0.02% | 294 |
|
|
2018
Q2 | $273K | Hold |
2,568
| – | – | 0.02% | 270 |
|
|
2018
Q1 | $275K | Buy |
2,568
+37
| +1% | +$3.97K | 0.02% | 292 |
|
|
2017
Q4 | $277K | Hold |
2,531
| – | – | 0.02% | 302 |
|
|
2017
Q3 | $277K | Hold |
2,531
| – | – | 0.02% | 295 |
|
|
2017
Q2 | $277K | Hold |
2,531
| – | – | 0.02% | 281 |
|
|
2017
Q1 | $275K | Hold |
2,531
| – | – | 0.02% | 275 |
|
|
2016
Q4 | $273K | Buy |
+2,531
| New | +$277K | 0.02% | 268 |
|
Other funds holding AGG
Glenview Trust's AGG Position: Q1 2026 in Review
Glenview Trust increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q1 2026, buying an estimated $184K and bringing the position to 55,735 shares worth $5.53M. The position accounts for 0.09% of the portfolio, ranked #149.
Glenview Trust first reported a position in AGG in Q4 2016 and has held it in 38 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Glenview Trust held 55,735 shares of iShares Core US Aggregate Bond ETF worth $5.53M as of Q1 2026.
- Glenview Trust bought 1,841 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $184K.
- iShares Core US Aggregate Bond ETF made up 0.09% of Glenview Trust's portfolio in Q1 2026, its #149 holding.
- Glenview Trust first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
- 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.