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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Trust Company of Vermont's AGG Position: Q4 2025 in Review

Trust Company of Vermont increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q4 2025, buying an estimated $23.2K and bringing the position to 2,144 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #351.

Trust Company of Vermont first reported a position in AGG in Q4 2019 and has held it in 23 quarters since. The position peaked at $539K in Q4 2019. 2,097 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Trust Company of Vermont held 2,144 shares of iShares Core US Aggregate Bond ETF worth $214K as of Q4 2025.
  • Trust Company of Vermont bought 231 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $23.2K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #351 holding.
  • Trust Company of Vermont first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Trust Company of Vermont's iShares Core US Aggregate Bond ETF position peaked at $539K in Q4 2019.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.