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 Q3	$3.79M	Buy	40,131 +1,015	+3%	+$98.6K	0.04%	227
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Midwest Trust's AGG Position: Q3 2026 in Review

Midwest Trust increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q3 2026, buying an estimated $98.6K and bringing the position to 40,131 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #227.

Midwest Trust first reported a position in AGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.14M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Midwest Trust held 40,131 shares of iShares Core US Aggregate Bond ETF worth $3.79M as of Q3 2026.
Midwest Trust bought 1,015 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $98.6K.
iShares Core US Aggregate Bond ETF made up 0.04% of Midwest Trust's portfolio in Q3 2026, its #227 holding.
Midwest Trust first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Core US Aggregate Bond ETF position peaked at $4.14M in Q1 2026.
1,352 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.