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Golden State Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Golden State Wealth Management’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 		$25.6M Buy
259,018
+4,412
+2% +$437K 2.34% 5
2026
Q1 		$25.3M Sell
254,606
-8,761
-3% -$877K 2.76% 4
2025
Q4 		$26.3M Buy
263,367
+3,911
+2% +$392K 2.78% 4
2025
Q3 		$26M Buy
259,456
+2,815
+1% +$279K 2.87% 4
2025
Q2 		$25.5M Buy
256,641
+9,815
+4% +$962K 3.1% 4
2025
Q1 		$24.4M Buy
246,826
+5,555
+2% +$543K 3.63% 3
2024
Q4 		$23.4M Buy
+241,271
New +$23.8M 3.5% 3
2022
Q1 		$29M Sell
270,547
-15,737
-5% -$1.73M 5.68% 2
2021
Q4 		$32.7M Sell
286,284
-8,012
-3% -$917K 5.62% 2
2021
Q3 		$33.8M Buy
294,296
+7,506
+3% +$870K 7.35% 1
2021
Q2 		$33.1M Buy
286,790
+24,200
+9% +$2.77M 7.29% 1
2021
Q1 		$29.9M Sell
262,590
-399
-0.2% -$46.2K 9.85% 1
2020
Q4 		$31.1M Buy
262,989
+1,976
+0.8% +$233K 9.01% 1
2020
Q3 		$30.8M Buy
261,013
+174,390
+201% +$20.7M 10.3% 1
2020
Q2 		$10.2M Sell
86,623
-187,695
-68% -$22M 2.63% 5
2020
Q1 		$31.6M Buy
274,318
+258,601
+1,645% +$29.5M 13.95% 1
2019
Q4 		$1.77M Sell
15,717
-250,958
-94% -$28.3M 0.34% 21
2019
Q3 		$30.2M Buy
266,675
+5,119
+2% +$575K 9.96% 1
2019
Q2 		$29.1M Buy
261,556
+6,359
+2% +$695K 9.24% 1
2019
Q1 		$27.8M Buy
+255,197
New +$27.4M 9.3% 1

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 Wealth Management's AGG Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.7% in Q2 2026, buying an estimated $437K and bringing the position to 259,018 shares worth $25.6M. The position accounts for 2.34% of the portfolio, ranked #5.

Golden State Wealth Management first reported a position in AGG in Q1 2019 and has held it in 20 quarters since. The position peaked at $33.8M in Q3 2021. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Golden State Wealth Management held 259,018 shares of iShares Core US Aggregate Bond ETF worth $25.6M as of Q2 2026.
  • Golden State Wealth Management bought 4,412 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $437K.
  • iShares Core US Aggregate Bond ETF made up 2.34% of Golden State Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Golden State Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $33.8M in Q3 2021.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.