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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Golden Bell Financial Planning's AGG Position: Q1 2026 in Review

Golden Bell Financial Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.29% in Q1 2026, buying an estimated $17.1K and bringing the position to 58,384 shares worth $5.8M. The position accounts for 4.62% of the portfolio, ranked #9.

Golden Bell Financial Planning first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.32M in Q1 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Golden Bell Financial Planning held 58,384 shares of iShares Core US Aggregate Bond ETF worth $5.8M as of Q1 2026.
  • Golden Bell Financial Planning bought 171 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $17.1K.
  • iShares Core US Aggregate Bond ETF made up 4.62% of Golden Bell Financial Planning's portfolio in Q1 2026, its #9 holding.
  • Golden Bell Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden Bell Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $6.32M in Q1 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.