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MidWestOne Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$14.6M Sell
145,786
-7,828
-5% -$785K 1.62% 11
2025
Q3 		$15.4M Buy
153,614
+21,454
+16% +$2.13M 1.87% 10
2025
Q2 		$13.1M Buy
132,160
+309
+0.2% +$30.3K 1.7% 10
2025
Q1 		$13M Buy
131,851
+274
+0.2% +$26.8K 1.85% 8
2024
Q4 		$12.7M Sell
131,577
-14,151
-10% -$1.39M 1.79% 9
2024
Q3 		$14.8M Buy
145,728
+128,857
+764% +$12.9M 2.04% 8
2024
Q2 		$1.64M Buy
16,871
+4,699
+39% +$454K 0.3% 91
2024
Q1 		$1.19M Buy
12,172
+748
+7% +$73.2K 0.21% 125
2023
Q4 		$1.13M Buy
11,424
+3,689
+48% +$351K 0.22% 116
2023
Q3 		$727K Buy
7,735
+4,551
+143% +$438K 0.16% 153
2023
Q2 		$312K Buy
3,184
+802
+34% +$79.3K 0.07% 225
2023
Q1 		$237K Buy
+2,382
New +$235K 0.05% 238
2021
Q4 		– Sell
-6,121
Closed -$703K – 243
2021
Q3 		$703K Buy
6,121
+406
+7% +$47.1K 0.16% 132
2021
Q2 		$659K Hold
5,715
– – 0.16% 131
2021
Q1 		$651K Hold
5,715
– – 0.16% 132
2020
Q4 		$675K Hold
5,715
– – 0.19% 124
2020
Q3 		$675K Buy
+5,715
New +$678K 0.22% 120
2020
Q1 		– Sell
-3,924
Closed -$440K – 198
2019
Q4 		$440K Buy
+3,924
New +$442K 0.09% 164

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MidWestOne Financial Group's AGG Position: Q4 2025 in Review

MidWestOne Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.1% in Q4 2025, selling an estimated $785K and leaving 145,786 shares worth $14.6M. The position accounts for 1.62% of the portfolio, ranked #11.

MidWestOne Financial Group first reported a position in AGG in Q4 2019 and has held it in 18 quarters since. The position peaked at $15.4M in Q3 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • MidWestOne Financial Group held 145,786 shares of iShares Core US Aggregate Bond ETF worth $14.6M as of Q4 2025.
  • MidWestOne Financial Group sold 7,828 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $785K.
  • iShares Core US Aggregate Bond ETF made up 1.62% of MidWestOne Financial Group's portfolio in Q4 2025, its #11 holding.
  • MidWestOne Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • MidWestOne Financial Group's iShares Core US Aggregate Bond ETF position peaked at $15.4M in Q3 2025.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.