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Laird Norton Wetherby Trust Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Laird Norton Wetherby Trust Company’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 		$12.5M Buy
126,022
+6,986
+6% +$691K 0.24% 69
2026
Q1 		$11.8M Buy
119,036
+60,183
+102% +$6.02M 0.26% 61
2025
Q4 		$5.88M Buy
+58,853
New +$5.91M 0.12% 133
2023
Q4 		– Sell
-16,510
Closed -$1.55M – 94
2023
Q3 		$1.55M Sell
16,510
-1,264
-7% -$122K 0.2% 31
2023
Q2 		$1.74M Buy
17,774
+1,363
+8% +$135K 0.2% 31
2023
Q1 		$1.64M Sell
16,411
-10,841
-40% -$1.07M 0.2% 33
2022
Q4 		$2.64M Buy
27,252
+11,274
+71% +$1.09M 0.38% 23
2022
Q3 		$1.54M Sell
15,978
-306,269
-95% -$31M 0.35% 26
2022
Q2 		$32.8M Buy
322,247
+299,453
+1,314% +$30.8M 4.15% 5
2022
Q1 		$2.44M Buy
22,794
+10,558
+86% +$1.16M 0.22% 42
2021
Q4 		$1.4M Buy
12,236
+770
+7% +$88.1K 0.13% 51
2021
Q3 		$1.32M Sell
11,466
-6,216
-35% -$721K 0.13% 54
2021
Q2 		$2.04M Sell
17,682
-25,875
-59% -$2.96M 0.21% 38
2021
Q1 		$5.15M Sell
43,557
-4,367
-9% -$506K 0.57% 22
2020
Q4 		$5.66M Buy
+47,924
New +$5.65M 0.64% 19

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laird Norton Wetherby Trust Company's AGG Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.9% in Q2 2026, buying an estimated $691K and bringing the position to 126,022 shares worth $12.5M. The position accounts for 0.24% of the portfolio, ranked #69.

Laird Norton Wetherby Trust Company first reported a position in AGG in Q4 2020 and has held it in 15 quarters since. The position peaked at $32.8M in Q2 2022. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 126,022 shares of iShares Core US Aggregate Bond ETF worth $12.5M as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 6,986 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $691K.
  • iShares Core US Aggregate Bond ETF made up 0.24% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #69 holding.
  • Laird Norton Wetherby Trust Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • Laird Norton Wetherby Trust Company's iShares Core US Aggregate Bond ETF position peaked at $32.8M in Q2 2022.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.