Godsey & Gibb Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Godsey & Gibb Inc’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	–	Sell	-483	Closed	-$48.2K	–	390
2025 Q4	$48.2K	Buy	+483	New	+$48.5K	﹤0.01%	177
2025 Q2	–	Sell	-464	Closed	-$45.9K	–	357
2025 Q1	$45.9K	Buy	+464	New	+$45.4K	﹤0.01%	168
2024 Q4	–	Sell	-582	Closed	-$58.9K	–	371
2024 Q3	$58.9K	Hold	582	–	–	0.01%	163
2024 Q2	$56.5K	Hold	582	–	–	0.01%	176
2024 Q1	$57K	Sell	582 -101	-15%	-$9.88K	0.01%	155
2023 Q4	$67.8K	Buy	683 +101	+17%	+$9.61K	0.01%	141
2023 Q3	$54.7K	Hold	582	–	–	0.01%	150
2023 Q2	$57K	Buy	582 +119	+26%	+$11.8K	0.01%	157
2023 Q1	$46.1K	Hold	463	–	–	0.01%	170
2022 Q4	$44.9K	Buy	+463	New	+$44.8K	0.01%	125
2022 Q1	–	Sell	-2,831	Closed	-$323K	–	102
2021 Q4	$323K	Buy	+2,831	New	+$324K	0.1%	27
2021 Q2	–	Sell	-2,866	Closed	-$326K	–	99
2021 Q1	$326K	Hold	2,866	–	–	0.04%	79
2020 Q4	$339K	Buy	+2,866	New	+$338K	0.05%	74

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

Godsey & Gibb Inc's AGG Position: Q1 2026 in Review

Godsey & Gibb Inc sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 483 shares — an estimated $48.2K sold.

Godsey & Gibb Inc first reported a position in AGG in Q4 2020 and held it in 13 quarters. The position peaked at $339K in Q4 2020. 2,069 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Godsey & Gibb Inc reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Godsey & Gibb Inc sold 483 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $48.2K.
Godsey & Gibb Inc first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 13 quarters.
Godsey & Gibb Inc's iShares Core US Aggregate Bond ETF position peaked at $339K in Q4 2020.
2,069 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Godsey & Gibb Inc's 13F filing for Q1 2026, filed 20 Apr 2026.