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

Trust Company of Vermont’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 		$301K Buy
+3,043
New +$301K 0.01% 319
2025
Q4 		$214K Buy
2,144
+231
+12% +$23.2K 0.01% 351
2025
Q3 		$192K Buy
1,913
+543
+40% +$53.9K 0.01% 361
2025
Q2 		$136K Buy
1,370
+524
+62% +$51.3K 0.01% 388
2025
Q1 		$83.7K Buy
846
+8
+1% +$782 ﹤0.01% 442
2024
Q4 		$81.2K Sell
838
-101
-11% -$9.95K ﹤0.01% 455
2024
Q3 		$95.1K Sell
939
-50
-5% -$4.99K ﹤0.01% 417
2024
Q2 		$96K Buy
989
+152
+18% +$14.7K 0.01% 404
2024
Q1 		$82K Sell
837
-866
-51% -$84.8K ﹤0.01% 410
2023
Q4 		$169K Sell
1,703
-324
-16% -$30.8K 0.01% 299
2023
Q3 		$191K Buy
2,027
+866
+75% +$83.4K 0.01% 298
2023
Q2 		$114K Hold
1,161
– – 0.01% 370
2023
Q1 		$116K Sell
1,161
-1,575
-58% -$156K 0.01% 377
2022
Q4 		$265K Sell
2,736
-522
-16% -$50.5K 0.02% 268
2022
Q3 		$314K Sell
3,258
-33
-1% -$3.34K 0.02% 248
2022
Q2 		$335K Buy
+3,291
New +$338K 0.03% 244
2022
Q1 		– Sell
-3,405
Closed -$388K – 315
2021
Q4 		$388K Buy
+3,405
New +$390K 0.02% 247
2021
Q3 		– Sell
-3,617
Closed -$417K – 308
2021
Q2 		$417K Hold
3,617
– – 0.03% 239
2021
Q1 		$412K Buy
3,617
+804
+29% +$93.1K 0.03% 230
2020
Q4 		$332K Sell
2,813
-115
-4% -$13.5K 0.03% 240
2020
Q3 		$346K Sell
2,928
-217
-7% -$25.7K 0.03% 226
2020
Q2 		$372K Sell
3,145
-796
-20% -$93.2K 0.04% 219
2020
Q1 		$455K Sell
3,941
-855
-18% -$97.4K 0.04% 204
2019
Q4 		$539K Buy
+4,796
New +$540K 0.04% 216

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,043 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in AGG as recently as Q4 2025.

Trust Company of Vermont first reported a position in AGG in Q4 2019 and has held it in 24 quarters since. The position peaked at $539K in Q4 2019. 1,418 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Trust Company of Vermont held 3,043 shares of iShares Core US Aggregate Bond ETF worth $301K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Trust Company of Vermont position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #319 holding.
  • Trust Company of Vermont first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Trust Company of Vermont's iShares Core US Aggregate Bond ETF position peaked at $539K in Q4 2019.
  • 1,418 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.