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Gould Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gould Capital’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 		$2.48K Hold
25
– – ﹤0.01% 181
2026
Q1 		$2.48K Hold
25
– – ﹤0.01% 171
2025
Q4 		$2.5K Buy
25
+9
+56% +$903 ﹤0.01% 169
2025
Q3 		$1.6K Sell
16
-351
-96% -$34.8K ﹤0.01% 191
2025
Q2 		$36.4K Sell
367
-62
-14% -$6.08K 0.02% 91
2025
Q1 		$42.4K Hold
429
– – 0.03% 86
2024
Q4 		$41.6K Sell
429
-727
-63% -$71.6K 0.03% 89
2024
Q3 		$117K Sell
1,156
-157
-12% -$15.7K 0.08% 62
2024
Q2 		$127K Buy
1,313
+80
+6% +$7.72K 0.09% 56
2024
Q1 		$121K Sell
1,233
-1,596
-56% -$156K 0.09% 56
2023
Q4 		$281K Hold
2,829
– – 0.21% 50
2023
Q3 		$263K Sell
2,829
-52
-2% -$5.01K 0.21% 49
2023
Q2 		$282K Sell
2,881
-689
-19% -$68.1K 0.22% 49
2023
Q1 		$356K Sell
3,570
-92,824
-96% -$9.17M 0.27% 48
2022
Q4 		$9.35M Sell
96,394
-17,849
-16% -$1.73M 7.47% 2
2022
Q3 		$11M Sell
114,243
-495
-0.4% -$50.1K 9.52% 2
2022
Q2 		$11.7M Buy
114,738
+1,368
+1% +$141K 9.39% 2
2022
Q1 		$12.1M Buy
113,370
+12,229
+12% +$1.35M 8.72% 2
2021
Q4 		$11.5M Buy
+101,141
New +$11.6M 8.07% 2

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

Gould Capital's AGG Position: Q2 2026 in Review

Gould Capital held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 25 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Gould Capital first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q1 2022. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Gould Capital held 25 shares of iShares Core US Aggregate Bond ETF worth $2.48K as of Q2 2026.
  • Gould Capital left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Gould Capital's portfolio in Q2 2026, its #181 holding.
  • Gould Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Gould Capital's iShares Core US Aggregate Bond ETF position peaked at $12.1M in Q1 2022.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.