Garden State Investment Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Garden State Investment Advisory Services’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	–	Sell	-2,086	Closed	-$207K	–	366
2026 Q1	$207K	Sell	2,086 -8,723	-81%	-$873K	0.05%	286
2025 Q4	$1.08M	Buy	10,809 +5,180	+92%	+$520K	0.24%	85
2025 Q3	$564K	Sell	5,629 -40	-0.7%	-$3.97K	0.13%	137
2025 Q2	$562K	Buy	5,669 +183	+3%	+$17.9K	0.14%	133
2025 Q1	$543K	Buy	+5,486	New	+$536K	0.17%	113

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

Garden State Investment Advisory Services's AGG Position: Q2 2026 in Review

Garden State Investment Advisory Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,086 shares — an estimated $207K sold.

Garden State Investment Advisory Services first reported a position in AGG in Q1 2025 and held it in 5 quarters. The position peaked at $1.08M in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Garden State Investment Advisory Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Garden State Investment Advisory Services sold 2,086 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $207K.
Garden State Investment Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and held it in 5 quarters.
Garden State Investment Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $1.08M in Q4 2025.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.