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
2025
Q3
$26M Buy
2025
Q2
$25.5M Buy
2025
Q1
$24.4M Buy
2024
Q4
$23.4M Buy
2022
Q1
$29M Sell
2021
Q4
$32.7M Sell
2021
Q3
$33.8M Buy
2021
Q2
$33.1M Buy
2021
Q1
$29.9M Sell
2020
Q4
$31.1M Buy
2020
Q3
$30.8M Buy
2020
Q2
$218K Sell
2020
Q1
$31.6M Buy
2019
Q4
$1.77M Sell
2019
Q3
$30.2M Buy
2019
Q2
$29.1M Buy
2019
Q1
$27.8M Buy