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Pinnacle Bancorp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinnacle Bancorp’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 		$1.63M Sell
16,441
-646
-4% -$64.6K 0.48% 44
2025
Q4 		$1.71M Buy
17,087
+1,694
+11% +$170K 0.5% 41
2025
Q3 		$1.54M Buy
15,393
+329
+2% +$32.6K 0.46% 43
2025
Q2 		$1.49M Sell
15,064
-741
-5% -$72.6K 0.46% 42
2025
Q1 		$1.56M Buy
15,805
+189
+1% +$18.5K 0.51% 41
2024
Q4 		$1.51M Buy
15,616
+798
+5% +$78.6K 0.49% 43
2024
Q3 		$1.5M Sell
14,818
-165
-1% -$16.5K 0.4% 42
2024
Q2 		$1.45M Sell
14,983
-645
-4% -$62.3K 0.43% 40
2024
Q1 		$1.53M Buy
15,628
+734
+5% +$71.8K 0.45% 36
2023
Q4 		$1.48M Buy
14,894
+4,293
+40% +$409K 0.48% 37
2023
Q3 		$997K Buy
10,601
+398
+4% +$38.3K 0.35% 46
2023
Q2 		$999K Buy
10,203
+1,265
+14% +$125K 0.34% 49
2023
Q1 		$891K Sell
8,938
-1,114
-11% -$110K 0.33% 54
2022
Q4 		$975K Buy
10,052
+947
+10% +$91.6K 0.38% 47
2022
Q3 		$877K Sell
9,105
-14,866
-62% -$1.5M 0.38% 45
2022
Q2 		$2.44M Buy
23,971
+14,995
+167% +$1.54M 1% 20
2022
Q1 		$961K Buy
8,976
+211
+2% +$23.2K 0.33% 50
2021
Q4 		$1M Hold
8,765
– – 0.35% 52
2021
Q3 		$1.01M Buy
8,765
+944
+12% +$109K 0.4% 44
2021
Q2 		$902K Sell
7,821
-236
-3% -$27K 0.41% 43
2021
Q1 		$917K Buy
8,057
+408
+5% +$47.2K 0.44% 41
2020
Q4 		$904K Buy
7,649
+102
+1% +$12K 0.56% 40
2020
Q3 		$891K Buy
7,547
+360
+5% +$42.7K 0.63% 34
2020
Q2 		$850K Buy
7,187
+1,512
+27% +$177K 0.63% 36
2020
Q1 		$655K Sell
5,675
-712
-11% -$81.1K 0.56% 39
2019
Q4 		$718K Buy
6,387
+404
+7% +$45.5K 0.5% 45
2019
Q3 		$677K Buy
5,983
+106
+2% +$11.9K 0.39% 47
2019
Q2 		$654K Buy
5,877
+281
+5% +$30.7K 0.37% 47
2019
Q1 		$610K Buy
5,596
+179
+3% +$19.2K 0.35% 47
2018
Q4 		$577K Buy
+5,417
New +$568K 0.35% 47
2017
Q1 		$831K Buy
+7,658
New +$829K 0.59% 33

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pinnacle Bancorp's AGG Position: Q1 2026 in Review

Pinnacle Bancorp reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.8% in Q1 2026, selling an estimated $64.6K and leaving 16,441 shares worth $1.63M. The position accounts for 0.48% of the portfolio, ranked #44.

Pinnacle Bancorp first reported a position in AGG in Q1 2017 and has held it in 31 quarters since. The position peaked at $2.44M in Q2 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Pinnacle Bancorp held 16,441 shares of iShares Core US Aggregate Bond ETF worth $1.63M as of Q1 2026.
  • Pinnacle Bancorp sold 646 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $64.6K.
  • iShares Core US Aggregate Bond ETF made up 0.48% of Pinnacle Bancorp's portfolio in Q1 2026, its #44 holding.
  • Pinnacle Bancorp first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's iShares Core US Aggregate Bond ETF position peaked at $2.44M in Q2 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.