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Missouri Trust & Investment Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Missouri Trust & Investment Company’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 		$403K Buy
4,142
+1,175
+40% +$116K 0.11% 113
2026
Q1 		$295K Buy
2,967
+335
+13% +$33.5K 0.09% 120
2025
Q4 		$263K Buy
2,632
+237
+10% +$23.8K 0.08% 122
2025
Q3 		$240K Buy
2,395
+178
+8% +$17.7K 0.07% 126
2025
Q2 		$220K Buy
2,217
+8
+0.4% +$784 0.07% 124
2025
Q1 		$219K Buy
2,209
+91
+4% +$8.9K 0.08% 122
2024
Q4 		$205K Buy
2,118
+140
+7% +$13.8K 0.07% 127
2024
Q3 		$200K Sell
1,978
-18
-0.9% -$1.8K 0.07% 130
2024
Q2 		$194K Buy
1,996
+502
+34% +$48.5K 0.07% 123
2024
Q1 		$146K Buy
1,494
+591
+65% +$57.8K 0.06% 137
2023
Q4 		$89.6K Buy
903
+27
+3% +$2.57K 0.04% 152
2023
Q3 		$82.4K Buy
876
+21
+2% +$2.02K 0.04% 154
2023
Q2 		$83.7K Sell
855
-249
-23% -$24.6K 0.05% 156
2023
Q1 		$110K Sell
1,104
-129
-10% -$12.7K 0.07% 133
2022
Q4 		$120K Buy
1,233
+91
+8% +$8.8K 0.07% 128
2022
Q3 		$110K Buy
1,142
+85
+8% +$8.6K 0.07% 125
2022
Q2 		$107K Buy
1,057
+166
+19% +$17.1K 0.07% 128
2022
Q1 		$95K Sell
891
-51
-5% -$5.61K 0.06% 136
2021
Q4 		$107K Buy
+942
New +$108K 0.06% 140

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

Missouri Trust & Investment Company's AGG Position: Q2 2026 in Review

Missouri Trust & Investment Company increased its iShares Core US Aggregate Bond ETF (AGG) stake by 40% in Q2 2026, buying an estimated $116K and bringing the position to 4,142 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #113.

Missouri Trust & Investment Company first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Missouri Trust & Investment Company held 4,142 shares of iShares Core US Aggregate Bond ETF worth $403K as of Q2 2026.
  • Missouri Trust & Investment Company bought 1,175 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Missouri Trust & Investment Company's portfolio in Q2 2026, its #113 holding.
  • Missouri Trust & Investment Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.