Garrison Point Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Garrison Point Advisors’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	$1.17M	Sell	11,868 -594	-5%	-$58.8K	0.48%	58
2026 Q1	$1.24M	Buy	12,462 +375	+3%	+$37.5K	0.56%	51
2025 Q4	$1.21M	Sell	12,087 -703	-5%	-$70.5K	0.53%	52
2025 Q3	$1.28M	Sell	12,790 -790	-6%	-$78.4K	0.54%	46
2025 Q2	$1.35M	Sell	13,580 -40	-0.3%	-$3.92K	0.62%	45
2025 Q1	$1.35M	Buy	13,620 +295	+2%	+$28.8K	0.65%	45
2024 Q4	$1.29M	Buy	13,325 +275	+2%	+$27.1K	0.61%	46
2024 Q3	$1.32M	Buy	13,050 +40	+0.3%	+$3.99K	0.82%	37
2024 Q2	$1.26M	Buy	13,010 +365	+3%	+$35.2K	0.83%	34
2024 Q1	$1.24M	Buy	12,645 +595	+5%	+$58.2K	0.8%	38
2023 Q4	$1.2M	Buy	12,050 +390	+3%	+$37.1K	0.84%	38
2023 Q3	$1.1M	Sell	11,660 -5	-0%	-$482	0.85%	35
2023 Q2	$1.14M	Sell	11,665 -187	-2%	-$18.5K	0.82%	36
2023 Q1	$1.18M	Buy	11,852 +177	+2%	+$17.5K	0.89%	36
2022 Q4	$1.13M	Sell	11,675 -437	-4%	-$42.3K	0.93%	34
2022 Q3	$1.17M	Hold	12,112	–	–	1.04%	30
2022 Q2	$1.23M	Hold	12,112	–	–	1.02%	32
2022 Q1	$1.3M	Sell	12,112 -2	-0%	-$220	0.91%	33
2021 Q4	$1.38M	Sell	12,114 -40	-0.3%	-$4.58K	0.92%	31
2021 Q3	$1.4M	Buy	12,154 +2	+0%	+$232	1.01%	30
2021 Q2	$1.4M	Sell	12,152 -190	-2%	-$21.8K	1.01%	30
2021 Q1	$1.41M	Hold	12,342	–	–	1.09%	30
2020 Q4	$1.46M	Sell	12,342 -75	-0.6%	-$8.84K	1.17%	26
2020 Q3	$1.47M	Sell	12,417 -80	-0.6%	-$9.49K	1.33%	21
2020 Q2	$1.48M	Sell	12,497 -75	-0.6%	-$8.78K	1.46%	20
2020 Q1	$1.45M	Sell	12,572 -230	-2%	-$26.2K	1.77%	12
2019 Q4	$1.44M	Buy	12,802 +1,325	+12%	+$149K	1.32%	27
2019 Q3	$1.3M	Buy	11,477 +1,690	+17%	+$190K	1.29%	28
2019 Q2	$1.09M	Buy	9,787 +2,925	+43%	+$320K	1.09%	34
2019 Q1	$748K	Buy	6,862 +1,285	+23%	+$138K	0.78%	50
2018 Q4	$594K	Buy	+5,577	New	+$585K	0.73%	56

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

Garrison Point Advisors's AGG Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q2 2026, selling an estimated $58.8K and leaving 11,868 shares worth $1.17M. The position accounts for 0.48% of the portfolio, ranked #58.

Garrison Point Advisors first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.48M in Q2 2020. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Garrison Point Advisors held 11,868 shares of iShares Core US Aggregate Bond ETF worth $1.17M as of Q2 2026.
Garrison Point Advisors sold 594 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $58.8K.
iShares Core US Aggregate Bond ETF made up 0.48% of Garrison Point Advisors's portfolio in Q2 2026, its #58 holding.
Garrison Point Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
Garrison Point Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.48M in Q2 2020.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.