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 Q2	$2.1M	Sell	21,200 -4,619	-18%	-$457K	2.5%	7
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	$11.8M	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 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

Riverview Trust Company's AGG Position: Q2 2026 in Review

Riverview Trust Company reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, selling an estimated $457K and leaving 21,200 shares worth $2.1M. The position accounts for 2.5% of the portfolio, ranked #7.

Riverview Trust Company first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.8M in Q1 2022. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Riverview Trust Company held 21,200 shares of iShares Core US Aggregate Bond ETF worth $2.1M as of Q2 2026.
Riverview Trust Company sold 4,619 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $457K.
iShares Core US Aggregate Bond ETF made up 2.5% of Riverview Trust Company's portfolio in Q2 2026, its #7 holding.
Riverview Trust Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
Riverview Trust Company's iShares Core US Aggregate Bond ETF position peaked at $12.8M in Q1 2022.
2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.