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 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 $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Garrison Point Advisors's AGG Position: Q1 2026 in Review

Garrison Point Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.1% in Q1 2026, buying an estimated $37.5K and bringing the position to 12,462 shares worth $1.24M. The position accounts for 0.56% of the portfolio, ranked #51.

Garrison Point Advisors first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.48M in Q2 2020. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Garrison Point Advisors held 12,462 shares of iShares Core US Aggregate Bond ETF worth $1.24M as of Q1 2026.
Garrison Point Advisors bought 375 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $37.5K.
iShares Core US Aggregate Bond ETF made up 0.56% of Garrison Point Advisors's portfolio in Q1 2026, its #51 holding.
Garrison Point Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
Garrison Point Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.48M in Q2 2020.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.