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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
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 Buy
41,268
+23,848
+137% +$2.35M 0.76% 19
2024
Q3 		$1.76M Sell
17,420
-8,971
-34% -$895K 0.93% 18
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 $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 State Equity Partners's AGG Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 102% in Q1 2026, buying an estimated $9.74M and bringing the position to 193,277 shares worth $19.2M. The position accounts for 1.45% of the portfolio, ranked #6.

Golden State Equity Partners first reported a position in AGG in Q3 2021 and has held it in 13 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Golden State Equity Partners held 193,277 shares of iShares Core US Aggregate Bond ETF worth $19.2M as of Q1 2026.
  • Golden State Equity Partners bought 97,361 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $9.74M.
  • iShares Core US Aggregate Bond ETF made up 1.45% of Golden State Equity Partners's portfolio in Q1 2026, its #6 holding.
  • Golden State Equity Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 13 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.