MT
AGG icon

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
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 $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Midwest Trust's AGG Position: Q1 2026 in Review

Midwest Trust increased its iShares Core US Aggregate Bond ETF (AGG) stake by 30% in Q1 2026, buying an estimated $958K and bringing the position to 41,675 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #224.

Midwest Trust first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Midwest Trust held 41,675 shares of iShares Core US Aggregate Bond ETF worth $4.14M as of Q1 2026.
  • Midwest Trust bought 9,580 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $958K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Midwest Trust's portfolio in Q1 2026, its #224 holding.
  • Midwest Trust first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.