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

Sanibel Captiva 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	$24.5M	Buy	247,047 +3,431	+1%	+$343K	0.69%	42
2025 Q4	$24.3M	Buy	243,616 +17,303	+8%	+$1.74M	0.67%	38
2025 Q3	$22.7M	Buy	226,313 +52,827	+30%	+$5.24M	0.65%	40
2025 Q2	$17.2M	Buy	173,486 +11,638	+7%	+$1.14M	0.53%	56
2025 Q1	$16M	Buy	161,848 +5,673	+4%	+$555K	0.52%	54
2024 Q4	$15.1M	Buy	156,175 +11,311	+8%	+$1.11M	0.48%	56
2024 Q3	$14.7M	Buy	144,864 +18,320	+14%	+$1.83M	0.47%	60
2024 Q2	$12.3M	Buy	126,544 +32,667	+35%	+$3.15M	0.42%	65
2024 Q1	$9.19M	Buy	93,877 +8,210	+10%	+$804K	0.31%	82
2023 Q4	$8.5M	Buy	+85,667	New	+$8.15M	0.31%	80

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.7T 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return