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Orrstown Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Orrstown Financial Services’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 		$1.37M Hold
13,875
– – 0.2% 45
2026
Q1 		$1.38M Sell
13,875
-5,813
-30% -$582K 0.23% 43
2025
Q4 		$1.97M Hold
19,688
– – 0.33% 33
2025
Q3 		$1.97M Buy
19,688
+442
+2% +$43.9K 0.34% 30
2025
Q2 		$1.91M Sell
19,246
-1,575
-8% -$154K 0.4% 30
2025
Q1 		$2.06M Sell
20,821
-1,026
-5% -$100K 0.49% 27
2024
Q4 		$2.12M Buy
21,847
+2,822
+15% +$278K 0.57% 27
2024
Q3 		$1.93M Buy
+19,025
New +$1.9M 0.57% 27

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Orrstown Financial Services's AGG Position: Q2 2026 in Review

Orrstown Financial Services held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 13,875 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #45.

Orrstown Financial Services first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.12M in Q4 2024. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Orrstown Financial Services held 13,875 shares of iShares Core US Aggregate Bond ETF worth $1.37M as of Q2 2026.
  • Orrstown Financial Services left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Orrstown Financial Services's portfolio in Q2 2026, its #45 holding.
  • Orrstown Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Orrstown Financial Services's iShares Core US Aggregate Bond ETF position peaked at $2.12M in Q4 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.