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Indiana Trust & Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Indiana Trust & Investment Management’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 		$125K Hold
1,259
– – 0.04% 206
2025
Q4 		$126K Sell
1,259
-113
-8% -$11.3K 0.04% 209
2025
Q3 		$138K Sell
1,372
-450
-25% -$44.6K 0.04% 204
2025
Q2 		$181K Buy
1,822
+813
+81% +$79.7K 0.06% 180
2025
Q1 		$99.8K Hold
1,009
– – 0.04% 226
2024
Q4 		$97.8K Hold
1,009
– – 0.03% 227
2024
Q3 		$102K Sell
1,009
-93
-8% -$9.28K 0.03% 228
2024
Q2 		$107K Sell
1,102
-1,464
-57% -$141K 0.04% 214
2024
Q1 		$251K Sell
2,566
-126
-5% -$12.3K 0.1% 139
2023
Q4 		$267K Hold
2,692
– – 0.12% 133
2023
Q3 		$253K Buy
+2,692
New +$259K 0.13% 126

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Bank of America
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Wells Fargo
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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