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Heartland Bank & Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Heartland Bank & Trust’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
Q1 		$462K Buy
+4,655
New +$466K 0.1% 135
2024
Q1 		– Sell
-6,563
Closed -$651K – 145
2023
Q4 		$651K Buy
+6,563
New +$625K 0.45% 55
2023
Q1 		– Sell
-224,656
Closed -$21.8M – 133
2022
Q4 		$21.8M Buy
+224,656
New +$21.7M 16.08% 1

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Heartland Bank & Trust's AGG Position: Q1 2026 in Review

Heartland Bank & Trust opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 4,655 shares worth $462K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings. This is a return to the name: Heartland Bank & Trust previously reported a position in AGG as recently as Q4 2023.

Heartland Bank & Trust first reported a position in AGG in Q4 2022 and has held it in 3 quarters since. The position peaked at $21.8M in Q4 2022. 2,073 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Heartland Bank & Trust held 4,655 shares of iShares Core US Aggregate Bond ETF worth $462K as of Q1 2026.
  • iShares Core US Aggregate Bond ETF was a new Heartland Bank & Trust position in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Heartland Bank & Trust's portfolio in Q1 2026, its #135 holding.
  • Heartland Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Heartland Bank & Trust's iShares Core US Aggregate Bond ETF position peaked at $21.8M in Q4 2022.
  • 2,073 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.