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

GSB 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
Q1 		$2.21M Buy
22,285
+1,747
+9% +$175K 0.5% 65
2025
Q4 		$2.05M Buy
20,538
+156
+0.8% +$15.7K 0.46% 67
2025
Q3 		$2.04M Buy
20,382
+385
+2% +$38.2K 0.46% 71
2025
Q2 		$1.98M Sell
19,997
-279
-1% -$27.3K 0.49% 70
2025
Q1 		$2.01M Sell
20,276
-42
-0.2% -$4.11K 0.53% 72
2024
Q4 		$1.97M Buy
20,318
+696
+4% +$68.6K 0.51% 69
2024
Q3 		$1.99M Buy
19,622
+1,237
+7% +$123K 0.51% 69
2024
Q2 		$1.78M Buy
18,385
+1,007
+6% +$97.2K 0.49% 71
2024
Q1 		$1.7M Buy
17,378
+2,695
+18% +$264K 0.48% 73
2023
Q4 		$1.46M Sell
14,683
-705
-5% -$67.1K 0.45% 76
2023
Q3 		$1.45M Buy
15,388
+1,026
+7% +$98.8K 0.48% 70
2023
Q2 		$1.41M Sell
14,362
-940
-6% -$92.9K 0.46% 76
2023
Q1 		$1.52M Buy
15,302
+1,809
+13% +$179K 0.5% 74
2022
Q4 		$1.31M Sell
13,493
-1
-0% -$97 0.47% 79
2022
Q3 		$1.3M Sell
13,494
-609
-4% -$61.6K 0.47% 76
2022
Q2 		$1.43M Sell
14,103
-1,642
-10% -$169K 0.49% 76
2022
Q1 		$1.69M Buy
15,745
+175
+1% +$19.3K 0.49% 72
2021
Q4 		$1.78M Buy
+15,570
New +$1.78M 0.51% 69
2021
Q3 		– Sell
-13,764
Closed -$1.59M – 155
2021
Q2 		$1.59M Sell
13,764
-209
-1% -$23.9K 0.49% 68
2021
Q1 		$1.59M Buy
+13,973
New +$1.62M 0.53% 61

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

GSB Wealth Management's AGG Position: Q1 2026 in Review

GSB Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.5% in Q1 2026, buying an estimated $175K and bringing the position to 22,285 shares worth $2.21M. The position accounts for 0.5% of the portfolio, ranked #65.

GSB Wealth Management first reported a position in AGG in Q1 2021 and has held it in 20 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • GSB Wealth Management held 22,285 shares of iShares Core US Aggregate Bond ETF worth $2.21M as of Q1 2026.
  • GSB Wealth Management bought 1,747 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $175K.
  • iShares Core US Aggregate Bond ETF made up 0.5% of GSB Wealth Management's portfolio in Q1 2026, its #65 holding.
  • GSB Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.