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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
Q3 		$1.64M Sell
17,304
-54
-0.3% -$5.25K 0.28% 80
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Iowa State Bank's AGG Position: Q3 2026 in Review

Iowa State Bank reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.31% in Q3 2026, selling an estimated $5.25K and leaving 17,304 shares worth $1.64M. The position accounts for 0.28% of the portfolio, ranked #80.

Iowa State Bank first reported a position in AGG in Q1 2016 and has held it in 29 quarters since. The position peaked at $3.41M in Q3 2024. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Iowa State Bank held 17,304 shares of iShares Core US Aggregate Bond ETF worth $1.64M as of Q3 2026.
  • Iowa State Bank sold 54 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $5.25K.
  • iShares Core US Aggregate Bond ETF made up 0.28% of Iowa State Bank's portfolio in Q3 2026, its #80 holding.
  • Iowa State Bank first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 29 quarters since.
  • Iowa State Bank's iShares Core US Aggregate Bond ETF position peaked at $3.41M in Q3 2024.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.