SEC 13F Intelligence

Riverview Trust Co / AGG

Riverview Trust Co’s Ishares Tr Position

Does Riverview Trust Co own Ishares Tr (AGG)? Yes — 25.8K shares worth $3M (+3.16% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
25.8K
% of Portfolio
+3.16%
Quarters Held
30
currently held

Position History AGG

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $12MQ4 ’21Q1 ’22: $13MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $4MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.8K$3M+3.16%
Q4 202525.8K$3M+3.10%
Q3 202525.8K$3M+3.13%
Q2 202525.8K$3M+3.19%
Q1 202525.8K$3M+2.52%
Q4 202425.8K$3M+2.27%
Q3 202425.8K$3M+2.29%
Q2 202425.8K$3M+2.38%
Q1 202425.8K$3M+1.95%
Q4 202325.8K$3M+2.61%
Q3 202340.3K$4M+3.36%
Q2 202346.5K$5M+4.12%
Q1 202346.5K$5M+4.25%
Q4 202246.6K$5M+4.28%
Q3 202246.9K$5M+4.37%
Q2 202252.1K$5M+4.62%
Q1 2022119.0K$13M+9.46%
Q4 2021103.5K$12M+6.92%
Q3 202130.8K$4M+3.75%
Q2 202130.8K$4M+3.76%
Q1 202131.0K$4M+3.93%
Q4 202031.4K$4M+4.11%
Q3 202031.4K$4M+4.27%
Q2 202034.1K$4M+3.91%
Q1 202036.6K$4M+4.06%
Q4 201936.6K$4M+2.77%
Q3 201936.9K$4M+2.91%
Q2 201936.9K$4M+2.89%
Q1 201938.5K$4M+3.17%
Q4 201887.6K$9M+7.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Riverview Trust Co’s full portfolio or all institutional holders of AGG.