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

Hickory Point 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
Q2 		$2.94M Buy
29,720
+220
+0.7% +$21.8K 1.78% 9
2026
Q1 		$2.93M Sell
29,500
-50
-0.2% -$5K 1.93% 6
2025
Q4 		$2.95M Hold
29,550
– – 2.14% 9
2025
Q3 		$2.96M Sell
29,550
-925
-3% -$91.8K 2.21% 7
2025
Q2 		$3.02M Sell
30,475
-11,190
-27% -$1.1M 2.44% 7
2025
Q1 		$4.12M Buy
41,665
+265
+0.6% +$25.9K 3.62% 4
2024
Q4 		$4.01M Buy
+41,400
New +$4.08M 3.56% 4

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hickory Point Bank & Trust's AGG Position: Q2 2026 in Review

Hickory Point Bank & Trust increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.75% in Q2 2026, buying an estimated $21.8K and bringing the position to 29,720 shares worth $2.94M. The position accounts for 1.78% of the portfolio, ranked #9.

Hickory Point Bank & Trust first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.12M in Q1 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hickory Point Bank & Trust held 29,720 shares of iShares Core US Aggregate Bond ETF worth $2.94M as of Q2 2026.
  • Hickory Point Bank & Trust bought 220 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $21.8K.
  • iShares Core US Aggregate Bond ETF made up 1.78% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #9 holding.
  • Hickory Point Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Hickory Point Bank & Trust's iShares Core US Aggregate Bond ETF position peaked at $4.12M in Q1 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.