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Trust Company of Toledo’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Trust Company of Toledo’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 		$206K Buy
2,084
+58
+3% +$5.74K 0.02% 294
2026
Q1 		$201K Hold
2,026
– – 0.02% 287
2025
Q4 		$202K Sell
2,026
-50
-2% -$5.02K 0.02% 279
2025
Q3 		$208K Hold
2,076
– – 0.02% 277
2025
Q2 		$206K Hold
2,076
– – 0.02% 273
2025
Q1 		$205K Sell
2,076
-588
-22% -$57.5K 0.03% 231
2024
Q4 		$258K Hold
2,664
– – 0.03% 212
2024
Q3 		$270K Buy
2,664
+312
+13% +$31.1K 0.04% 209
2024
Q2 		$228K Hold
2,352
– – 0.03% 212
2024
Q1 		$230K Sell
2,352
-75
-3% -$7.34K 0.04% 209
2023
Q4 		$241K Sell
2,427
-30
-1% -$2.85K 0.04% 201
2023
Q3 		$231K Sell
2,457
-373
-13% -$35.9K 0.05% 193
2023
Q2 		$277K Sell
2,830
-884
-24% -$87.4K 0.05% 172
2023
Q1 		$370K Buy
+3,714
New +$367K 0.07% 164
2018
Q1 		– Sell
-3,563
Closed -$390K – 186
2017
Q4 		$390K Hold
3,563
– – 0.1% 150
2017
Q3 		$390K Hold
3,563
– – 0.1% 145
2017
Q2 		$390K Hold
3,563
– – 0.1% 143
2017
Q1 		$387K Hold
3,563
– – 0.11% 139
2016
Q4 		$385K Hold
3,563
– – 0.11% 138
2016
Q3 		$401K Sell
3,563
-115
-3% -$12.9K 0.11% 132
2016
Q2 		$414K Buy
3,678
+115
+3% +$12.8K 0.12% 126
2016
Q1 		$395K Hold
3,563
– – 0.12% 126
2015
Q4 		$385K Sell
3,563
-1,000
-22% -$109K 0.12% 130
2015
Q3 		$500K Buy
4,563
+70
+2% +$7.63K 0.16% 119
2015
Q2 		$489K Buy
4,493
+85
+2% +$9.35K 0.14% 124
2015
Q1 		$491K Hold
4,408
– – 0.15% 125
2014
Q4 		$485K Sell
4,408
-1,000
-18% -$110K 0.15% 122
2014
Q3 		$590K Hold
5,408
– – 0.19% 113
2014
Q2 		$592K Sell
5,408
-107
-2% -$11.6K 0.17% 115
2014
Q1 		$595K Hold
5,515
– – 0.18% 114
2013
Q4 		$587K Buy
5,515
+320
+6% +$34.3K 0.19% 121
2013
Q3 		$557K Hold
5,195
– – 0.2% 115
2013
Q2 		$557K Buy
+5,195
New +$571K 0.21% 108

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

Trust Company of Toledo's AGG Position: Q2 2026 in Review

Trust Company of Toledo increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q2 2026, buying an estimated $5.74K and bringing the position to 2,084 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #294.

Trust Company of Toledo first reported a position in AGG in Q2 2013 and has held it in 33 quarters since. The position peaked at $595K in Q1 2014. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Trust Company of Toledo held 2,084 shares of iShares Core US Aggregate Bond ETF worth $206K as of Q2 2026.
  • Trust Company of Toledo bought 58 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.74K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Trust Company of Toledo's portfolio in Q2 2026, its #294 holding.
  • Trust Company of Toledo first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 33 quarters since.
  • Trust Company of Toledo's iShares Core US Aggregate Bond ETF position peaked at $595K in Q1 2014.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.