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Riverview Trust Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Riverview Trust Company’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 		$2.56M Hold
25,819
– – 3.16% 5
2025
Q4 		$2.58M Hold
25,819
– – 3.1% 5
2025
Q3 		$2.59M Hold
25,819
– – 3.13% 5
2025
Q2 		$2.56M Hold
25,819
– – 3.19% 5
2025
Q1 		$2.55M Hold
25,819
– – 2.52% 5
2024
Q4 		$2.5M Hold
25,819
– – 2.27% 5
2024
Q3 		$2.61M Hold
25,819
– – 2.29% 5
2024
Q2 		$2.51M Hold
25,819
– – 2.38% 5
2024
Q1 		$2.53M Hold
25,819
– – 1.95% 11
2023
Q4 		$2.56M Sell
25,819
-14,433
-36% -$1.37M 2.61% 11
2023
Q3 		$3.79M Sell
40,252
-6,199
-13% -$597K 3.36% 4
2023
Q2 		$4.55M Hold
46,451
– – 4.12% 4
2023
Q1 		$4.63M Sell
46,451
-153
-0.3% -$15.1K 4.25% 3
2022
Q4 		$4.52M Sell
46,604
-249
-0.5% -$24.1K 4.28% 3
2022
Q3 		$4.51M Sell
46,853
-5,244
-10% -$530K 4.37% 3
2022
Q2 		$5.3M Sell
52,097
-66,951
-56% -$6.88M 4.62% 3
2022
Q1 		$12.8M Buy
119,048
+15,594
+15% +$1.72M 9.46% 2
2021
Q4 		$11.8K Buy
103,454
+72,624
+236% +$8.31M 6.92% 3
2021
Q3 		$3.54M Hold
30,830
– – 3.75% 4
2021
Q2 		$3.56M Sell
30,830
-153
-0.5% -$17.5K 3.76% 4
2021
Q1 		$3.53M Sell
30,983
-459
-1% -$53.1K 3.93% 4
2020
Q4 		$3.72M Hold
31,442
– – 4.11% 5
2020
Q3 		$3.71M Sell
31,442
-2,685
-8% -$319K 4.27% 4
2020
Q2 		$4.03M Sell
34,127
-2,489
-7% -$291K 3.91% 3
2020
Q1 		$4.22M Hold
36,616
– – 4.06% 4
2019
Q4 		$4.12M Sell
36,616
-276
-0.7% -$31.1K 2.77% 6
2019
Q3 		$4.17M Hold
36,892
– – 2.91% 7
2019
Q2 		$4.11M Sell
36,892
-1,587
-4% -$174K 2.89% 6
2019
Q1 		$4.2M Sell
38,479
-49,081
-56% -$5.26M 3.17% 5
2018
Q4 		$9.32M Buy
+87,560
New +$9.18M 7.29% 3

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

Riverview Trust Company's AGG Position: Q1 2026 in Review

Riverview Trust Company held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 25,819 shares worth $2.56M. The position accounts for 3.16% of the portfolio, ranked #5.

Riverview Trust Company first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.8M in Q1 2022. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Riverview Trust Company held 25,819 shares of iShares Core US Aggregate Bond ETF worth $2.56M as of Q1 2026.
  • Riverview Trust Company left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 3.16% of Riverview Trust Company's portfolio in Q1 2026, its #5 holding.
  • Riverview Trust Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Riverview Trust Company's iShares Core US Aggregate Bond ETF position peaked at $12.8M in Q1 2022.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.