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Midwest Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Midwest Trust’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 		$3.87M Sell
39,116
-2,559
-6% -$253K 0.04% 230
2026
Q1 		$4.14M Buy
41,675
+9,580
+30% +$958K 0.05% 224
2025
Q4 		$3.21M Buy
32,095
+438
+1% +$44K 0.04% 244
2025
Q3 		$3.17M Sell
31,657
-4,375
-12% -$434K 0.04% 245
2025
Q2 		$3.57M Buy
+36,032
New +$3.53M 0.05% 229

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

Midwest Trust's AGG Position: Q2 2026 in Review

Midwest Trust reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q2 2026, selling an estimated $253K and leaving 39,116 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #230.

Midwest Trust first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.14M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Midwest Trust held 39,116 shares of iShares Core US Aggregate Bond ETF worth $3.87M as of Q2 2026.
  • Midwest Trust sold 2,559 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $253K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #230 holding.
  • Midwest Trust first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's iShares Core US Aggregate Bond ETF position peaked at $4.14M in Q1 2026.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.