Peapack-Gladstone Financial Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $548K | Sell |
5,522
-79
| -1% | -$7.9K | 0.01% | 482 |
|
|
2025
Q4 | $559K | Sell |
5,601
-594
| -10% | -$59.6K | 0.01% | 478 |
|
|
2025
Q3 | $621K | Sell |
6,195
-613
| -9% | -$60.8K | 0.01% | 472 |
|
|
2025
Q2 | $675K | Sell |
6,808
-662
| -9% | -$64.9K | 0.01% | 440 |
|
|
2025
Q1 | $739K | Sell |
7,470
-2,710
| -27% | -$265K | 0.01% | 423 |
|
|
2024
Q4 | $986K | Sell |
10,180
-2,964
| -23% | -$292K | 0.01% | 391 |
|
|
2024
Q3 | $1.33M | Sell |
13,144
-2,644
| -17% | -$264K | 0.02% | 369 |
|
|
2024
Q2 | $1.53M | Sell |
15,788
-5,872
| -27% | -$567K | 0.02% | 351 |
|
|
2024
Q1 | $2.12M | Sell |
21,660
-4,441
| -17% | -$435K | 0.03% | 316 |
|
|
2023
Q4 | $2.59M | Sell |
26,101
-5,460
| -17% | -$520K | 0.04% | 282 |
|
|
2023
Q3 | $2.97M | Sell |
31,561
-6,372
| -17% | -$614K | 0.05% | 250 |
|
|
2023
Q2 | $3.71M | Sell |
37,933
-17,459
| -32% | -$1.73M | 0.07% | 236 |
|
|
2023
Q1 | $5.45M | Buy |
55,392
+8,053
| +17% | +$796K | 0.1% | 197 |
|
|
2022
Q4 | $4.59M | Sell |
47,339
-23,221
| -33% | -$2.25M | 0.09% | 210 |
|
|
2022
Q3 | $6.8M | Buy |
70,560
+64,819
| +1,129% | +$6.55M | 0.14% | 165 |
|
|
2022
Q2 | $584K | Buy |
5,741
+127
| +2% | +$13.1K | 0.01% | 424 |
|
|
2022
Q1 | $602K | Buy |
5,614
+2,396
| +74% | +$264K | 0.01% | 437 |
|
|
2021
Q4 | $367K | Hold |
3,218
| – | – | 0.01% | 522 |
|
|
2021
Q3 | $370K | Hold |
3,218
| – | – | 0.01% | 513 |
|
|
2021
Q2 | $371K | Sell |
3,218
-35
| -1% | -$4.01K | 0.01% | 477 |
|
|
2021
Q1 | $370K | Hold |
3,253
| – | – | 0.01% | 453 |
|
|
2020
Q4 | $384K | Sell |
3,253
-586
| -15% | -$69K | 0.01% | 329 |
|
|
2020
Q3 | $453K | Sell |
3,839
-150
| -4% | -$17.8K | 0.02% | 284 |
|
|
2020
Q2 | $472K | Buy |
3,989
+293
| +8% | +$34.3K | 0.02% | 279 |
|
|
2020
Q1 | $426K | Hold |
3,696
| – | – | 0.02% | 276 |
|
|
2019
Q4 | $416K | Hold |
3,696
| – | – | 0.02% | 272 |
|
|
2019
Q3 | $418K | Sell |
3,696
-696
| -16% | -$78.2K | 0.02% | 272 |
|
|
2019
Q2 | $489K | Buy |
4,392
+1,853
| +73% | +$203K | 0.02% | 257 |
|
|
2019
Q1 | $277K | Hold |
2,539
| – | – | 0.01% | 299 |
|
|
2018
Q4 | $270K | Hold |
2,539
| – | – | 0.01% | 296 |
|
|
2018
Q3 | $268K | Hold |
2,539
| – | – | 0.01% | 307 |
|
|
2018
Q2 | $270K | Sell |
2,539
-998
| -28% | -$106K | 0.01% | 301 |
|
|
2018
Q1 | $379K | Sell |
3,537
-1,131
| -24% | -$121K | 0.02% | 263 |
|
|
2017
Q4 | $510K | Sell |
4,668
-2
| -0% | -$219 | 0.03% | 233 |
|
|
2017
Q3 | $512K | Buy |
4,670
+998
| +27% | +$110K | 0.03% | 223 |
|
|
2017
Q2 | $402K | Sell |
3,672
-350
| -9% | -$38.3K | 0.02% | 241 |
|
|
2017
Q1 | $436K | Buy |
4,022
+701
| +21% | +$75.8K | 0.03% | 233 |
|
|
2016
Q4 | $359K | Buy |
3,321
+198
| +6% | +$21.7K | 0.02% | 243 |
|
|
2016
Q3 | $351K | Hold |
3,123
| – | – | 0.02% | 247 |
|
|
2016
Q2 | $352K | Buy |
3,123
+718
| +30% | +$79.7K | 0.02% | 244 |
|
|
2016
Q1 | $267K | Hold |
2,405
| – | – | 0.02% | 276 |
|
|
2015
Q4 | $260K | Hold |
2,405
| – | – | 0.02% | 292 |
|
|
2015
Q3 | $264K | Buy |
+2,405
| New | +$262K | 0.02% | 277 |
|
Other funds holding AGG
Peapack-Gladstone Financial Corp's AGG Position: Q1 2026 in Review
Peapack-Gladstone Financial Corp reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q1 2026, selling an estimated $7.9K and leaving 5,522 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #482.
Peapack-Gladstone Financial Corp first reported a position in AGG in Q3 2015 and has held it in 43 quarters since. The position peaked at $6.8M in Q3 2022. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Peapack-Gladstone Financial Corp held 5,522 shares of iShares Core US Aggregate Bond ETF worth $548K as of Q1 2026.
- Peapack-Gladstone Financial Corp sold 79 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $7.9K.
- iShares Core US Aggregate Bond ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #482 holding.
- Peapack-Gladstone Financial Corp first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and has held it in 43 quarters since.
- Peapack-Gladstone Financial Corp's iShares Core US Aggregate Bond ETF position peaked at $6.8M in Q3 2022.
- 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.