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Golden State Equity Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Golden State Equity Partners’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 		$16.7K Sell
169
-193,108
-100% -$19.1M 0.05% 191
2026
Q1 		$19.2M Buy
193,277
+97,361
+102% +$9.74M 1.45% 6
2025
Q4 		$9.58M Buy
95,916
+1,474
+2% +$148K 1.55% 8
2025
Q3 		$9.47M Buy
94,442
+10,649
+13% +$1.06M 1.6% 8
2025
Q2 		$8.31M Buy
83,793
+46,413
+124% +$4.55M 1.54% 8
2025
Q1 		$3.7M Sell
37,380
-3,888
-9% -$380K 0.73% 23
2024
Q4 		$4M Sell
41,268
-773
-2% -$76.1K 0.76% 19
2024
Q3 		$4.26M Buy
42,041
+15,650
+59% +$1.56M 0.66% 27
2024
Q2 		$2.56M Buy
+26,391
New +$2.55M 0.53% 38
2023
Q4 		$1.9M Buy
19,095
+1,303
+7% +$124K 0.46% 51
2023
Q3 		$1.67M Buy
17,792
+74
+0.4% +$7.13K 0.47% 55
2023
Q2 		$1.74M Buy
17,718
+2,096
+13% +$207K 0.49% 43
2023
Q1 		$1.56M Buy
+15,622
New +$1.54M 0.84% 35
2021
Q4 		– Sell
-2,039
Closed -$234K – 179
2021
Q3 		$234K Buy
+2,039
New +$236K 0.1% 203

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Golden State Equity Partners's AGG Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 100% in Q2 2026, selling an estimated $19.1M and leaving 169 shares worth $16.7K. The position accounts for 0.05% of the portfolio, ranked #191.

Golden State Equity Partners first reported a position in AGG in Q3 2021 and has held it in 14 quarters since. The position peaked at $19.2M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Golden State Equity Partners held 169 shares of iShares Core US Aggregate Bond ETF worth $16.7K as of Q2 2026.
  • Golden State Equity Partners sold 193,108 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $19.1M.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Golden State Equity Partners's portfolio in Q2 2026, its #191 holding.
  • Golden State Equity Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 14 quarters since.
  • Golden State Equity Partners's iShares Core US Aggregate Bond ETF position peaked at $19.2M in Q1 2026.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.