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Axim Planning & Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Axim Planning & Wealth’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 		$635K Buy
6,399
+743
+13% +$74.3K 0.77% 21
2025
Q4 		$565K Buy
5,656
+1,399
+33% +$140K 0.59% 32
2025
Q3 		$427K Buy
4,257
+1,390
+48% +$138K 0.34% 34
2025
Q2 		$284K Buy
+2,867
New +$281K 0.26% 37

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

Axim Planning & Wealth's AGG Position: Q1 2026 in Review

Axim Planning & Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q1 2026, buying an estimated $74.3K and bringing the position to 6,399 shares worth $635K. The position accounts for 0.77% of the portfolio, ranked #21.

Axim Planning & Wealth first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Axim Planning & Wealth held 6,399 shares of iShares Core US Aggregate Bond ETF worth $635K as of Q1 2026.
  • Axim Planning & Wealth bought 743 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $74.3K.
  • iShares Core US Aggregate Bond ETF made up 0.77% of Axim Planning & Wealth's portfolio in Q1 2026, its #21 holding.
  • Axim Planning & Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.