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Parkside Financial Bank & Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Parkside Financial Bank & 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
Q1 		$79.4K Buy
800
+145
+22% +$14.5K 0.01% 780
2025
Q4 		$65.4K Hold
655
– – ﹤0.01% 862
2025
Q3 		$65.7K Sell
655
-3,488
-84% -$346K 0.01% 830
2025
Q2 		$411K Buy
4,143
+3,480
+525% +$341K 0.04% 279
2025
Q1 		$65.6K Buy
663
+8
+1% +$782 0.01% 737
2024
Q4 		$63.5K Buy
655
+228
+53% +$22.5K 0.01% 714
2024
Q3 		$43.2K Sell
427
-197
-32% -$19.7K 0.01% 831
2024
Q2 		$60.6K Buy
624
+3
+0.5% +$290 0.01% 674
2024
Q1 		$60.8K Buy
621
+2
+0.3% +$196 0.01% 682
2023
Q4 		$61.4K Buy
619
+325
+111% +$30.9K 0.01% 622
2023
Q3 		$27.6K Hold
294
– – 0.01% 802
2023
Q2 		$28.8K Buy
294
+193
+191% +$19.1K 0.01% 779
2023
Q1 		$10.1K Buy
+101
New +$9.98K ﹤0.01% 1101
2021
Q4 		– Sell
-14
Closed -$2K – 1795
2021
Q3 		$2K Buy
+14
New +$1.62K ﹤0.01% 1508
2020
Q3 		– Sell
-3,298
Closed -$390K – 1509
2020
Q2 		$390K Buy
3,298
+2,870
+671% +$336K 0.13% 115
2020
Q1 		$49K Buy
+428
New +$48.8K 0.02% 382
2019
Q2 		– Sell
-82
Closed -$9K – 1569
2019
Q1 		$9K Buy
+82
New +$8.79K ﹤0.01% 799
2018
Q3 		– Sell
-195
Closed -$21K – 1516
2018
Q2 		$21K Buy
+195
New +$20.7K 0.01% 571
2016
Q4 		– Sell
-60
Closed -$7K – 1356
2016
Q3 		$7K Sell
60
-14
-19% -$1.57K ﹤0.01% 785
2016
Q2 		$8K Sell
74
-79
-52% -$8.77K ﹤0.01% 726
2016
Q1 		$17K Buy
153
+80
+110% +$8.76K 0.01% 547
2015
Q4 		$8K Sell
73
-78
-52% -$8.49K ﹤0.01% 695
2015
Q3 		$17K Buy
+151
New +$16.5K 0.01% 514

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Parkside Financial Bank & Trust's AGG Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its iShares Core US Aggregate Bond ETF (AGG) stake by 22% in Q1 2026, buying an estimated $14.5K and bringing the position to 800 shares worth $79.4K. The position accounts for 0.01% of the portfolio, ranked #780.

Parkside Financial Bank & Trust first reported a position in AGG in Q3 2015 and has held it in 23 quarters since. The position peaked at $411K in Q2 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Parkside Financial Bank & Trust held 800 shares of iShares Core US Aggregate Bond ETF worth $79.4K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 145 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $14.5K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #780 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and has held it in 23 quarters since.
  • Parkside Financial Bank & Trust's iShares Core US Aggregate Bond ETF position peaked at $411K in Q2 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.