Mechanics Financial Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mechanics Financial Corp’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	$99K	Hold	1,000	–	–	0.04%	147
2026 Q1	$99.3K	Hold	1,000	–	–	0.04%	143
2025 Q4	$99.9K	Hold	1,000	–	–	0.04%	146
2025 Q3	$100K	Hold	1,000	–	–	0.04%	141
2025 Q2	$99.2K	Hold	1,000	–	–	0.04%	140
2025 Q1	$98.9K	Hold	1,000	–	–	0.04%	138
2024 Q4	$96.9K	Hold	1,000	–	–	0.04%	140
2024 Q3	$101K	Hold	1,000	–	–	0.04%	137
2024 Q2	$97.1K	Hold	1,000	–	–	0.05%	140
2024 Q1	$97.9K	Hold	1,000	–	–	0.05%	136
2023 Q4	$99.3K	Hold	1,000	–	–	0.06%	133
2023 Q3	$94K	Hold	1,000	–	–	0.05%	130
2023 Q2	$98K	Hold	1,000	–	–	0.05%	134
2023 Q1	$99.6K	Hold	1,000	–	–	0.06%	136
2022 Q4	$97K	Hold	1,000	–	–	0.06%	138
2022 Q3	$96K	Hold	1,000	–	–	0.06%	134
2022 Q2	$102K	Hold	1,000	–	–	0.06%	136
2022 Q1	$107K	Hold	1,000	–	–	0.05%	135
2021 Q4	$114K	Buy	+1,000	New	+$114K	0.05%	133

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mechanics Financial Corp's AGG Position: Q2 2026 in Review

Mechanics Financial Corp held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,000 shares worth $99K. The position accounts for 0.04% of the portfolio, ranked #147.

Mechanics Financial Corp first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $114K in Q4 2021. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Mechanics Financial Corp held 1,000 shares of iShares Core US Aggregate Bond ETF worth $99K as of Q2 2026.
Mechanics Financial Corp left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Mechanics Financial Corp's portfolio in Q2 2026, its #147 holding.
Mechanics Financial Corp first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's iShares Core US Aggregate Bond ETF position peaked at $114K in Q4 2021.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.