APP
AGG icon

Avantax Planning Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Avantax Planning Partners’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 		$7.46M Sell
75,355
-895
-1% -$88.6K 0.19% 80
2026
Q1 		$7.57M Sell
76,250
-4,720
-6% -$472K 0.21% 78
2025
Q4 		$8.09M Sell
80,970
-3,843
-5% -$386K 0.23% 70
2025
Q3 		$8.5M Sell
84,813
-5,572
-6% -$553K 0.24% 68
2025
Q2 		$8.97M Sell
90,385
-2,153
-2% -$211K 0.28% 62
2025
Q1 		$9.15M Sell
92,538
-9,859
-10% -$964K 0.32% 49
2024
Q4 		$9.92M Sell
102,397
-6,167
-6% -$607K 0.36% 43
2024
Q3 		$11M Sell
108,564
-18,902
-15% -$1.89M 0.39% 39
2024
Q2 		$12.4M Sell
127,466
-5,482
-4% -$529K 0.4% 40
2024
Q1 		$13M Sell
132,948
-6,530
-5% -$639K 0.42% 37
2023
Q4 		$13.8M Buy
139,478
+76,767
+122% +$7.31M 0.53% 30
2023
Q3 		$5.9M Sell
62,711
-12,008
-16% -$1.16M 0.25% 52
2023
Q2 		$7.32M Sell
74,719
-8,043
-10% -$795K 0.29% 43
2023
Q1 		$8.25M Buy
82,762
+1,100
+1% +$109K 0.33% 36
2022
Q4 		$7.92M Sell
81,662
-19,339
-19% -$1.87M 0.31% 38
2022
Q3 		$9.73M Buy
101,001
+7,159
+8% +$724K 0.44% 31
2022
Q2 		$9.54M Buy
93,842
+48,298
+106% +$4.96M 0.41% 33
2022
Q1 		$4.88M Sell
45,544
-4,403
-9% -$485K 0.19% 53
2021
Q4 		$5.7M Buy
49,947
+26,139
+110% +$2.99M 0.23% 41
2021
Q3 		$2.73M Sell
23,808
-317
-1% -$36.7K 0.13% 66
2021
Q2 		$2.78M Buy
24,125
+2
+0% +$229 0.13% 69
2021
Q1 		$2.75M Sell
24,123
-1,320
-5% -$153K 0.14% 64
2020
Q4 		$3.01M Sell
25,443
-2,597
-9% -$306K 0.15% 53
2020
Q3 		$3.31M Sell
28,040
-272
-1% -$32.3K 0.17% 49
2020
Q2 		$3.35M Sell
28,312
-1,154
-4% -$135K 0.19% 48
2020
Q1 		$3.4M Sell
29,466
-2,847
-9% -$324K 0.24% 36
2019
Q4 		$3.63M Sell
32,313
-344
-1% -$38.8K 0.21% 40
2019
Q3 		$3.7M Sell
32,657
-163
-0.5% -$18.3K 0.23% 38
2019
Q2 		$3.64M Sell
32,820
-177
-0.5% -$19.4K 0.24% 37
2019
Q1 		$3.6M Sell
32,997
-480,483
-94% -$51.5M 0.25% 36
2018
Q4 		$54.7M Buy
513,480
+511,511
+25,978% +$53.7M 4.12% 7
2018
Q3 		$208K Sell
1,969
-202
-9% -$21.4K 0.02% 233
2018
Q2 		$230K Sell
2,171
-12,870
-86% -$1.36M 0.02% 216
2018
Q1 		$1.61M Buy
15,041
+1,045
+7% +$112K 0.14% 62
2017
Q4 		$1.53M Sell
13,996
-2,126
-13% -$232K 0.14% 61
2017
Q3 		$1.77M Buy
16,122
+1,915
+13% +$210K 0.14% 71
2017
Q2 		$1.56M Buy
14,207
+904
+7% +$98.8K 0.13% 75
2017
Q1 		$1.44M Buy
13,303
+2,709
+26% +$293K 0.13% 69
2016
Q4 		$1.15M Buy
+10,594
New +$1.16M 0.12% 79

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Avantax Planning Partners's AGG Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q2 2026, selling an estimated $88.6K and leaving 75,355 shares worth $7.46M. The position accounts for 0.19% of the portfolio, ranked #80.

Avantax Planning Partners first reported a position in AGG in Q4 2016 and has held it in 39 quarters since. The position peaked at $54.7M in Q4 2018. 984 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Avantax Planning Partners held 75,355 shares of iShares Core US Aggregate Bond ETF worth $7.46M as of Q2 2026.
  • Avantax Planning Partners sold 895 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $88.6K.
  • iShares Core US Aggregate Bond ETF made up 0.19% of Avantax Planning Partners's portfolio in Q2 2026, its #80 holding.
  • Avantax Planning Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's iShares Core US Aggregate Bond ETF position peaked at $54.7M in Q4 2018.
  • 984 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.