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 Q2	$1.64M	Buy	16,576 +135	+0.8%	+$13.4K	0.43%	47
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Bancorp's AGG Position: Q2 2026 in Review

Pinnacle Bancorp increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.82% in Q2 2026, buying an estimated $13.4K and bringing the position to 16,576 shares worth $1.64M. The position accounts for 0.43% of the portfolio, ranked #47.

Pinnacle Bancorp first reported a position in AGG in Q1 2017 and has held it in 32 quarters since. The position peaked at $2.44M in Q2 2022. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Pinnacle Bancorp held 16,576 shares of iShares Core US Aggregate Bond ETF worth $1.64M as of Q2 2026.
Pinnacle Bancorp bought 135 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $13.4K.
iShares Core US Aggregate Bond ETF made up 0.43% of Pinnacle Bancorp's portfolio in Q2 2026, its #47 holding.
Pinnacle Bancorp first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 32 quarters since.
Pinnacle Bancorp's iShares Core US Aggregate Bond ETF position peaked at $2.44M in Q2 2022.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.