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Sunflower Bank’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sunflower Bank’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 		$24.7M Sell
249,745
-11,774
-5% -$1.16M 5.91% 5
2026
Q1 		$26M Sell
261,519
-20,348
-7% -$2.04M 6.62% 5
2025
Q4 		$28.2M Sell
281,867
-272,499
-49% -$27.3M 7.09% 4
2025
Q3 		$55.6M Buy
554,366
+1,276
+0.2% +$127K 13.52% 2
2025
Q2 		$54.9M Buy
553,090
+32,000
+6% +$3.14M 13.87% 2
2025
Q1 		$51.5M Buy
521,090
+7,054
+1% +$690K 14.45% 1
2024
Q4 		$49.8M Buy
514,036
+34,345
+7% +$3.38M 13.84% 2
2024
Q3 		$48.6M Buy
479,691
+5,505
+1% +$549K 13.31% 1
2024
Q2 		$46M Buy
474,186
+51,540
+12% +$4.98M 10.87% 2
2024
Q1 		$41.4M Sell
422,646
-4,825
-1% -$472K 9.31% 3
2023
Q4 		$42.4M Buy
427,471
+1,955
+0.5% +$186K 9.65% 3
2023
Q3 		$40M Sell
425,516
-4,856
-1% -$468K 9.65% 3
2023
Q2 		$42.2M Sell
430,372
-15,244
-3% -$1.51M 9.8% 3
2023
Q1 		$44.4M Buy
445,616
+434,366
+3,861% +$42.9M 10.04% 3
2022
Q4 		$1.09M Sell
11,250
-9,123
-45% -$882K 0.24% 31
2022
Q3 		$1.96M Sell
20,373
-5,602
-22% -$566K 0.45% 22
2022
Q2 		$2.64M Sell
25,975
-54,150
-68% -$5.56M 0.52% 22
2022
Q1 		$8.58M Sell
80,125
-13,231
-14% -$1.46M 1.17% 15
2021
Q4 		$10.7M Sell
93,356
-20,488
-18% -$2.34M 1.44% 14
2021
Q3 		$13.1M Sell
113,844
-21,553
-16% -$2.5M 1.84% 14
2021
Q2 		$15.6M Sell
135,397
-28,419
-17% -$3.26M 2.4% 10
2021
Q1 		$18.6M Sell
163,816
-58,933
-26% -$6.82M 3.05% 8
2020
Q4 		$26.3M Buy
+222,749
New +$26.2M 4.52% 4

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 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

Sunflower Bank's AGG Position: Q2 2026 in Review

Sunflower Bank reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q2 2026, selling an estimated $1.16M and leaving 249,745 shares worth $24.7M. The position accounts for 5.91% of the portfolio, ranked #5.

Sunflower Bank first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $55.6M in Q3 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sunflower Bank held 249,745 shares of iShares Core US Aggregate Bond ETF worth $24.7M as of Q2 2026.
  • Sunflower Bank sold 11,774 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.16M.
  • iShares Core US Aggregate Bond ETF made up 5.91% of Sunflower Bank's portfolio in Q2 2026, its #5 holding.
  • Sunflower Bank first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Sunflower Bank's iShares Core US Aggregate Bond ETF position peaked at $55.6M in Q3 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sunflower Bank's 13F filing for Q2 2026, filed 13 Jul 2026.