Golden Bell Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Golden Bell Financial Planning’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	$5.71M	Sell	57,694 -690	-1%	-$68.3K	4.2%	10
2026 Q1	$5.8M	Buy	58,384 +171	+0.3%	+$17.1K	4.62%	9
2025 Q4	$5.81M	Buy	58,213 +445	+0.8%	+$44.7K	4.84%	8
2025 Q3	$5.79M	Sell	57,768 -2,469	-4%	-$245K	5.03%	8
2025 Q2	$5.98M	Sell	60,237 -3,681	-6%	-$361K	5.63%	7
2025 Q1	$6.32M	Sell	63,918 -1,102	-2%	-$108K	6.14%	6
2024 Q4	$6.3M	Buy	+65,020	New	+$6.4M	6.33%	5

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

Golden Bell Financial Planning's AGG Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q2 2026, selling an estimated $68.3K and leaving 57,694 shares worth $5.71M. The position accounts for 4.2% of the portfolio, ranked #10.

Golden Bell Financial Planning first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.32M in Q1 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Golden Bell Financial Planning held 57,694 shares of iShares Core US Aggregate Bond ETF worth $5.71M as of Q2 2026.
Golden Bell Financial Planning sold 690 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $68.3K.
iShares Core US Aggregate Bond ETF made up 4.2% of Golden Bell Financial Planning's portfolio in Q2 2026, its #10 holding.
Golden Bell Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Golden Bell Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $6.32M in Q1 2025.
2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.