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TCV Trust & Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TCV Trust & Wealth Management’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 		$1.19M Buy
12,025
+746
+7% +$73.8K 0.09% 100
2026
Q1 		$1.12M Sell
11,279
-50
-0.4% -$5K 0.09% 97
2025
Q4 		$1.13M Hold
11,329
– – 0.09% 97
2025
Q3 		$1.14M Hold
11,329
– – 0.1% 96
2025
Q2 		$1.12M Hold
11,329
– – 0.1% 95
2025
Q1 		$1.12M Sell
11,329
-7
-0.1% -$684 0.1% 91
2024
Q4 		$1.1M Hold
11,336
– – 0.1% 93
2024
Q3 		$1.15M Sell
11,336
-3,060
-21% -$305K 0.1% 94
2024
Q2 		$1.4M Buy
14,396
+1,833
+15% +$177K 0.13% 85
2024
Q1 		$1.23M Hold
12,563
– – 0.12% 91
2023
Q4 		$1.25M Buy
12,563
+1,649
+15% +$157K 0.13% 90
2023
Q3 		$1.03M Hold
10,914
– – 0.11% 95
2023
Q2 		$1.07M Hold
10,914
– – 0.11% 93
2023
Q1 		$1.09M Sell
10,914
-2,773
-20% -$274K 0.12% 95
2022
Q4 		$1.33M Buy
+13,687
New +$1.32M 0.15% 88
2022
Q3 		– Sell
-2,581
Closed -$262K – 182
2022
Q2 		$262K Buy
2,581
+333
+15% +$34.2K 0.03% 174
2022
Q1 		$241K Hold
2,248
– – 0.03% 186
2021
Q4 		$257K Buy
2,248
+180
+9% +$20.6K 0.03% 182
2021
Q3 		$237K Hold
2,068
– – 0.03% 176
2021
Q2 		$238K Hold
2,068
– – 0.03% 170
2021
Q1 		$235K Hold
2,068
– – 0.03% 169
2020
Q4 		$244K Hold
2,068
– – 0.03% 168
2020
Q3 		$244K Hold
2,068
– – 0.03% 165
2020
Q2 		$244K Hold
2,068
– – 0.03% 162
2020
Q1 		$238K Hold
2,068
– – 0.04% 153
2019
Q4 		$232K Hold
2,068
– – 0.03% 180
2019
Q3 		$234K Hold
2,068
– – 0.03% 177
2019
Q2 		$231K Sell
2,068
-35
-2% -$3.83K 0.03% 184
2019
Q1 		$229K Buy
2,103
+180
+9% +$19.3K 0.03% 193
2018
Q4 		$204K Hold
1,923
– – 0.03% 198
2018
Q3 		$203K Hold
1,923
– – 0.03% 207
2018
Q2 		$204K Hold
1,923
– – 0.03% 201
2018
Q1 		$206K Hold
1,923
– – 0.03% 199
2017
Q4 		$210K Sell
1,923
-455
-19% -$49.7K 0.03% 192
2017
Q3 		$260K Buy
+2,378
New +$261K 0.04% 169

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCV Trust & Wealth Management's AGG Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.6% in Q2 2026, buying an estimated $73.8K and bringing the position to 12,025 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #100.

TCV Trust & Wealth Management first reported a position in AGG in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.4M in Q2 2024. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • TCV Trust & Wealth Management held 12,025 shares of iShares Core US Aggregate Bond ETF worth $1.19M as of Q2 2026.
  • TCV Trust & Wealth Management bought 746 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $73.8K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #100 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 35 quarters since.
  • TCV Trust & Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.4M in Q2 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.