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Southern Michigan Bank & Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Southern Michigan Bank & Trust’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 		$19.8K Hold
200
– – 0.01% 283
2026
Q1 		$19.9K Buy
+200
New +$20K 0.01% 276

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Southern Michigan Bank & Trust's AGG Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 200 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #283.

Southern Michigan Bank & Trust first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.9K in Q1 2026. 2,014 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Southern Michigan Bank & Trust held 200 shares of iShares Core US Aggregate Bond ETF worth $19.8K as of Q2 2026.
  • Southern Michigan Bank & Trust left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #283 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's iShares Core US Aggregate Bond ETF position peaked at $19.9K in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.