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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	7.3%	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 +259,164	+14,016%	+$30.7M	10.3%	1
2020 Q2	$218K	Sell	1,849 -272,469	-99%	-$31.9M	0.07%	171
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