AGG "Ishares Lehman Aggregate" "Bond Fund"

Ownership history in ADIRONDACK TRUST CO  ·  101 quarters on record

AI Ownership Summary

ADIRONDACK TRUST CO reported "Ishares Lehman Aggregate" "Bond Fund" (AGG) in 101 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.49% in 2023 Q4. The latest visible filing shows AGG at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADIRONDACK TRUST CO's position in "Ishares Lehman Aggregate" "Bond Fund", and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AGG was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADIRONDACK TRUST CO held AGG — position size vs. price
% of Fund (quarterly)    AGG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 20 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,451 -32,772 -95.8% 0.05% $144K 2026-05-15 (Est.) $99.23
2026 Q1 ADDED 34,223 +33,072 +2873.3% 1.14% $3.4M 2026-05-15 (Est.) $99.23
2025 Q4 REDUCED 1,151 -32,947 -96.6% 0.04% $115K 2026-01-08 $98.97
2025 Q4 ADDED 34,098 +32,947 +2862.5% 1.12% $3.4M 2026-01-08 $98.97
2025 Q3 REDUCED 1,151 -32,947 -96.6% 0.04% $115K 2025-10-20 $99.17
2025 Q3 ADDED 34,098 +32,947 +2862.5% 1.15% $3.4M 2025-10-20 $99.17
2025 Q2 REDUCED 1,151 -33,594 -96.7% 0.04% $114K 2025-07-11 $95.20
2025 Q2 ADDED 34,745 +3,063 +9.7% 1.25% $3.4M 2025-07-11 $95.20
2025 Q1 ADDED 31,682 +30,531 +2652.6% 1.22% $3.1M 2025-04-03 $95.54
2025 Q1 UNCHANGED 1,151 0% 0.04% $114K 2025-04-03 $95.54
2024 Q4 REDUCED 1,151 -30,531 -96.4% 0.04% $112K 2025-01-17 $92.29
2024 Q4 REDUCED 31,682 -1,934 -5.8% 1.17% $3.1M 2025-01-17 $92.29
2024 Q3 ADDED 33,616 +32,465 +2820.6% 1.31% $3.4M 2024-10-08 $94.12
2024 Q3 REDUCED 1,151 -33,910 -96.7% 0.04% $117K 2024-10-08 $94.12
2024 Q2 ADDED 35,061 +33,810 +2702.6% 1.39% $3.4M 2024-07-09 $91.14
2024 Q2 REDUCED 1,251 -34,046 -96.5% 0.05% $121K 2024-07-09 $91.14
2024 Q1 ADDED 35,297 +30,900 +702.8% 1.45% $3.5M 2024-04-09 $89.73
2024 Q1 REDUCED 4,397 -30,950 -87.6% 0.18% $431K 2024-04-09 $89.73
2023 Q4 ADDED 35,347 +30,030 +564.8% 1.49% $3.4M 2024-03-29 $90.41
2023 Q4 REDUCED 5,317 -34,734 -86.7% 0.22% $518K 2024-03-29 $90.41
81 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ADIRONDACK TRUST CO and AGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADIRONDACK TRUST CO reported owning AGG?

ADIRONDACK TRUST CO reported AGG across 20 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AGG position in ADIRONDACK TRUST CO's portfolio?

The largest reported portfolio weight for AGG was 1.49% in 2023 Q4.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2026 Q1, when ADIRONDACK TRUST CO reported 1,451 shares, equal to 0.05% of portfolio, with an estimated market value of $144K.

What does the chart on this AGG ownership page compare?

The chart compares ADIRONDACK TRUST CO's quarterly AGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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