Old Second National Bank of Aurora’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Old Second National Bank of Aurora’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 Q3	–	Sell	-117	Closed	-$11.6K	–	285
2025 Q2	$11.6K	Buy	+117	New	+$11.5K	﹤0.01%	256
2025 Q1	–	Sell	-1,051	Closed	-$102K	–	317
2024 Q4	$102K	Hold	1,051	–	–	0.02%	173
2024 Q3	$106K	Buy	+1,051	New	+$105K	0.03%	172
2023 Q2	–	Sell	-235	Closed	-$23.4K	–	362
2023 Q1	$23.4K	Hold	235	–	–	0.01%	251
2022 Q4	$22.8K	Hold	235	–	–	0.01%	249
2022 Q3	$23K	Hold	235	–	–	0.01%	237
2022 Q2	$24K	Buy	+235	New	+$24.1K	0.01%	243
2020 Q1	–	Sell	-190	Closed	-$21K	–	332
2019 Q4	$21K	Hold	190	–	–	0.01%	273
2019 Q3	$22K	Sell	190 -76	-29%	-$8.54K	0.01%	254
2019 Q2	$30K	Buy	266 +67	+34%	+$7.33K	0.01%	237
2019 Q1	$22K	Buy	199 +190	+2,111%	+$20.4K	0.01%	278
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	362
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	372
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	375
2018 Q1	$1K	Buy	+9	New	+$966	﹤0.01%	350
2017 Q1	–	Sell	-932	Closed	-$101K	–	326
2016 Q4	$101K	Buy	+932	New	+$102K	0.05%	144

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Old Second National Bank of Aurora's AGG Position: Q3 2025 in Review

Old Second National Bank of Aurora sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 117 shares — an estimated $11.6K sold.

Old Second National Bank of Aurora first reported a position in AGG in Q4 2016 and held it in 16 quarters. The position peaked at $106K in Q3 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Old Second National Bank of Aurora reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Old Second National Bank of Aurora sold 117 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $11.6K.
Old Second National Bank of Aurora first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 16 quarters.
Old Second National Bank of Aurora's iShares Core US Aggregate Bond ETF position peaked at $106K in Q3 2024.
1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Old Second National Bank of Aurora's 13F filing for Q3 2025, filed 22 Oct 2025.