South Plains Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

South Plains Financial’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	$1.29M	Buy	13,009 +201	+2%	+$19.9K	0.69%	41
2026 Q1	$1.27M	Buy	12,808 +648	+5%	+$64.8K	0.74%	41
2025 Q4	$1.21M	Hold	12,160	–	–	0.72%	39
2025 Q3	$1.22M	Hold	12,160	–	–	0.76%	37
2025 Q2	$1.21M	Buy	12,160 +2,051	+20%	+$201K	0.85%	30
2025 Q1	$1,000K	Hold	10,109	–	–	0.78%	39
2024 Q4	$980K	Buy	+10,109	New	+$996K	0.75%	40

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

South Plains Financial's AGG Position: Q2 2026 in Review

South Plains Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 13,009 shares worth $1.29M. The position accounts for 0.69% of the portfolio, ranked #41.

South Plains Financial first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

South Plains Financial held 13,009 shares of iShares Core US Aggregate Bond ETF worth $1.29M as of Q2 2026.
South Plains Financial bought 201 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $19.9K.
iShares Core US Aggregate Bond ETF made up 0.69% of South Plains Financial's portfolio in Q2 2026, its #41 holding.
South Plains Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.