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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
Q2 		$578K Sell
5,835
-564
-9% -$55.8K 0.81% 26
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 $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Axim Planning & Wealth's AGG Position: Q2 2026 in Review

Axim Planning & Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.8% in Q2 2026, selling an estimated $55.8K and leaving 5,835 shares worth $578K. The position accounts for 0.81% of the portfolio, ranked #26.

Axim Planning & Wealth first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $635K in Q1 2026. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Axim Planning & Wealth held 5,835 shares of iShares Core US Aggregate Bond ETF worth $578K as of Q2 2026.
  • Axim Planning & Wealth sold 564 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $55.8K.
  • iShares Core US Aggregate Bond ETF made up 0.81% of Axim Planning & Wealth's portfolio in Q2 2026, its #26 holding.
  • Axim Planning & Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Axim Planning & Wealth's iShares Core US Aggregate Bond ETF position peaked at $635K in Q1 2026.
  • 2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.