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SouthState Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SouthState Corp’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 		$5.18M Sell
52,169
-10,164
-16% -$1.02M 0.24% 96
2025
Q4 		$6.23M Buy
62,333
+38,418
+161% +$3.85M 0.28% 81
2025
Q3 		$2.4M Buy
23,915
+1,900
+9% +$189K 0.11% 138
2025
Q2 		$2.18M Sell
22,015
-1,516
-6% -$149K 0.1% 145
2025
Q1 		$2.33M Buy
23,531
+16,600
+240% +$1.62M 0.11% 136
2024
Q4 		$672K Buy
6,931
+990
+17% +$97.5K 0.04% 183
2024
Q3 		$602K Buy
5,941
+1,700
+40% +$170K 0.04% 187
2024
Q2 		$412K Sell
4,241
-76
-2% -$7.34K 0.03% 210
2024
Q1 		$423K Buy
4,317
+749
+21% +$73.3K 0.03% 200
2023
Q4 		$354K Buy
3,568
+1,214
+52% +$116K 0.03% 211
2023
Q3 		$221K Buy
2,354
+130
+6% +$12.5K 0.02% 231
2023
Q2 		$218K Buy
2,224
+791
+55% +$78.2K 0.02% 237
2023
Q1 		$143K Buy
1,433
+41
+3% +$4.05K 0.01% 273
2022
Q4 		$135K Buy
1,392
+515
+59% +$49.8K 0.01% 299
2022
Q3 		$85K Hold
877
– – 0.01% 328
2022
Q2 		$89K Sell
877
-1,927
-69% -$198K 0.01% 336
2022
Q1 		$300K Sell
2,804
-1,549
-36% -$170K 0.02% 240
2021
Q4 		$496K Buy
4,353
+225
+5% +$25.7K 0.04% 197
2021
Q3 		$474K Sell
4,128
-285
-6% -$33K 0.04% 189
2021
Q2 		$509K Sell
4,413
-434
-9% -$49.7K 0.04% 187
2021
Q1 		$552K Buy
4,847
+457
+10% +$52.9K 0.05% 183
2020
Q4 		$519K Sell
4,390
-153
-3% -$18K 0.05% 182
2020
Q3 		$536K Buy
+4,543
New +$539K 0.06% 168
2017
Q4 		– Sell
-3,755
Closed -$412 – 309
2017
Q3 		$412 Buy
3,755
+50
+1% +$5.49K 0.05% 186
2017
Q2 		$406K Buy
+3,705
New +$405K 0.05% 187
2017
Q1 		– Sell
-2,700
Closed -$292K – 246
2016
Q4 		$292K Buy
2,700
+95
+4% +$10.4K 0.04% 200
2016
Q3 		$293K Hold
2,605
– – 0.04% 197
2016
Q2 		$293K Hold
2,605
– – 0.04% 188
2016
Q1 		$289K Sell
2,605
-950
-27% -$104K 0.04% 182
2015
Q4 		$384K Sell
3,555
-29,910
-89% -$3.26M 0.06% 165
2015
Q3 		$3.67M Buy
33,465
+40
+0.1% +$4.36K 0.56% 68
2015
Q2 		$3.64M Buy
33,425
+55
+0.2% +$6.05K 0.51% 70
2015
Q1 		$3.72M Buy
33,370
+29,754
+823% +$3.3M 0.53% 64
2014
Q4 		$398K Sell
3,616
-31,692
-90% -$3.49M 0.06% 178
2014
Q3 		$3.85M Buy
35,308
+27,126
+332% +$2.96M 0.59% 62
2014
Q2 		$895K Sell
8,182
-33,160
-80% -$3.6M 0.15% 137
2014
Q1 		$4.46M Sell
41,342
-12,125
-23% -$1.3M 0.72% 51
2013
Q4 		$5.69M Buy
53,467
+9,075
+20% +$972K 0.94% 32
2013
Q3 		$4.76M Buy
44,392
+6,817
+18% +$726K 0.88% 40
2013
Q2 		$4.03M Buy
+37,575
New +$4.13M 0.85% 45

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

SouthState Corp's AGG Position: Q1 2026 in Review

SouthState Corp reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q1 2026, selling an estimated $1.02M and leaving 52,169 shares worth $5.18M. The position accounts for 0.24% of the portfolio, ranked #96.

SouthState Corp first reported a position in AGG in Q2 2013 and has held it in 40 quarters since. The position peaked at $6.23M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • SouthState Corp held 52,169 shares of iShares Core US Aggregate Bond ETF worth $5.18M as of Q1 2026.
  • SouthState Corp sold 10,164 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.02M.
  • iShares Core US Aggregate Bond ETF made up 0.24% of SouthState Corp's portfolio in Q1 2026, its #96 holding.
  • SouthState Corp first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 40 quarters since.
  • SouthState Corp's iShares Core US Aggregate Bond ETF position peaked at $6.23M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.