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

Union Savings 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	$1.23M	Buy	12,419 +8,953	+258%	+$886K	0.49%	34
2026 Q1	$344K	Buy	3,466 +10	+0.3%	+$1K	0.15%	94
2025 Q4	$345K	Buy	+3,456	New	+$347K	0.15%	98
2025 Q2	$818K	Sell	8,295 -12	-0.1%	-$1.18K	0.38%	55
2025 Q1	$822K	Sell	8,307 -52	-0.6%	-$5.08K	0.4%	54
2024 Q4	$810K	Buy	8,359 +37	+0.4%	+$3.64K	0.4%	54
2024 Q3	$843K	Sell	8,322 -135	-2%	-$13.5K	0.41%	55
2024 Q2	$821K	Sell	8,457 -908	-10%	-$87.6K	0.43%	54
2024 Q1	$917K	Sell	9,365 -315	-3%	-$30.8K	0.48%	48
2023 Q4	$961K	Sell	9,680 -534	-5%	-$50.8K	0.54%	46
2023 Q3	$961K	Buy	10,214 +14	+0.1%	+$1.35K	0.6%	40
2023 Q2	$996K	Buy	+10,200	New	+$1.01M	0.59%	44

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Union Savings Bank's AGG Position: Q2 2026 in Review

Union Savings Bank increased its iShares Core US Aggregate Bond ETF (AGG) stake by 258% in Q2 2026, buying an estimated $886K and bringing the position to 12,419 shares worth $1.23M. The position accounts for 0.49% of the portfolio, ranked #34.

Union Savings Bank first reported a position in AGG in Q2 2023 and has held it in 12 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Union Savings Bank held 12,419 shares of iShares Core US Aggregate Bond ETF worth $1.23M as of Q2 2026.
Union Savings Bank bought 8,953 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $886K.
iShares Core US Aggregate Bond ETF made up 0.49% of Union Savings Bank's portfolio in Q2 2026, its #34 holding.
Union Savings Bank first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.