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Iowa State Bank’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Iowa State Bank’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 		$1.72M Sell
17,358
-3,036
-15% -$300K 0.29% 81
2026
Q1 		$2.02M Sell
20,394
-4,779
-19% -$478K 0.37% 74
2025
Q4 		$2.51M Buy
25,173
+3,438
+16% +$345K 0.47% 61
2025
Q3 		$2.18M Sell
21,735
-2,770
-11% -$275K 0.41% 68
2025
Q2 		$2.43M Sell
24,505
-3,808
-13% -$373K 0.48% 64
2025
Q1 		$2.8M Sell
28,313
-1,225
-4% -$120K 0.59% 54
2024
Q4 		$2.86M Sell
29,538
-4,121
-12% -$406K 0.6% 51
2024
Q3 		$3.41M Buy
33,659
+310
+0.9% +$30.9K 0.7% 50
2024
Q2 		$3.24M Sell
33,349
-951
-3% -$91.8K 0.72% 46
2024
Q1 		$3.36M Buy
34,300
+3,589
+12% +$351K 0.74% 45
2023
Q4 		$3.05M Sell
30,711
-1,743
-5% -$166K 0.73% 50
2023
Q3 		$3.05M Buy
32,454
+1,200
+4% +$116K 0.79% 45
2023
Q2 		$3.06M Buy
31,254
+1,492
+5% +$147K 0.77% 49
2023
Q1 		$2.97M Buy
29,762
+2,273
+8% +$225K 0.74% 52
2022
Q4 		$2.67M Buy
27,489
+16,623
+153% +$1.61M 0.67% 54
2022
Q3 		$1.05M Buy
10,866
+556
+5% +$56.2K 0.3% 74
2022
Q2 		$1.05M Buy
10,310
+3,325
+48% +$342K 0.28% 77
2022
Q1 		$748K Buy
6,985
+1,620
+30% +$178K 0.17% 83
2021
Q4 		$612K Sell
5,365
-239
-4% -$27.3K 0.14% 89
2021
Q3 		$644K Sell
5,604
-434
-7% -$50.3K 0.18% 91
2021
Q2 		$696K Buy
6,038
+1,012
+20% +$116K 0.2% 88
2021
Q1 		$572K Sell
5,026
-584
-10% -$67.6K 0.17% 89
2020
Q4 		$663K Buy
5,610
+390
+7% +$45.9K 0.22% 77
2020
Q3 		$616K Buy
5,220
+3,263
+167% +$387K 0.24% 77
2020
Q2 		$231K Buy
+1,957
New +$229K 0.1% 100
2016
Q4 		– Sell
-3,913
Closed -$440K – 86
2016
Q3 		$440K Hold
3,913
– – 0.24% 60
2016
Q2 		$441K Buy
3,913
+629
+19% +$69.8K 0.24% 62
2016
Q1 		$364K Buy
+3,284
New +$359K 0.21% 66

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Iowa State Bank's AGG Position: Q2 2026 in Review

Iowa State Bank reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q2 2026, selling an estimated $300K and leaving 17,358 shares worth $1.72M. The position accounts for 0.29% of the portfolio, ranked #81.

Iowa State Bank first reported a position in AGG in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.41M in Q3 2024. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Iowa State Bank held 17,358 shares of iShares Core US Aggregate Bond ETF worth $1.72M as of Q2 2026.
  • Iowa State Bank sold 3,036 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $300K.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Iowa State Bank's portfolio in Q2 2026, its #81 holding.
  • Iowa State Bank first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Iowa State Bank's iShares Core US Aggregate Bond ETF position peaked at $3.41M in Q3 2024.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.