Superior Planning, LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Superior Planning, LLC’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 Q3	$72.7K	Buy	+769	New	+$74.7K	0.03%	289

Other funds holding AGG

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Superior Planning, LLC's AGG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 769 shares worth $72.7K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings.

1,625 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Superior Planning, LLC held 769 shares of iShares Core US Aggregate Bond ETF worth $72.7K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core US Aggregate Bond ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #289 holding.
1,625 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.