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Center for Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Center for Financial Planning’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 		$107M Buy
1,083,836
+30,128
+3% +$2.98M 10.03% 2
2026
Q1 		$105M Buy
1,053,708
+22,762
+2% +$2.28M 10.92% 2
2025
Q4 		$103M Buy
1,030,946
+31,935
+3% +$3.2M 10.71% 2
2025
Q3 		$100M Buy
999,011
+34,563
+4% +$3.43M 10.7% 2
2025
Q2 		$95.7M Buy
964,448
+10,369
+1% +$1.02M 10.97% 2
2025
Q1 		$94.4M Buy
954,079
+347,668
+57% +$34M 12.06% 2
2024
Q4 		$58.8M Buy
606,411
+72,055
+13% +$7.1M 7.84% 3
2024
Q3 		$54.1M Buy
534,356
+40,381
+8% +$4.03M 7.34% 3
2024
Q2 		$48M Buy
493,975
+67,863
+16% +$6.55M 6.93% 3
2024
Q1 		$41.7M Buy
426,112
+419,417
+6,265% +$41M 6.24% 4
2023
Q4 		$664K Buy
6,695
+2,815
+73% +$268K 0.12% 69
2023
Q3 		$365K Buy
3,880
+121
+3% +$11.7K 0.08% 94
2023
Q2 		$368K Buy
3,759
+75
+2% +$7.41K 0.08% 95
2023
Q1 		$367K Buy
3,684
+57
+2% +$5.63K 0.08% 94
2022
Q4 		$352K Sell
3,627
-720
-17% -$69.6K 0.09% 95
2022
Q3 		$419K Buy
4,347
+746
+21% +$75.4K 0.11% 79
2022
Q2 		$366K Sell
3,601
-6,432
-64% -$661K 0.09% 88
2022
Q1 		$1.07M Sell
10,033
-3,894
-28% -$429K 0.22% 49
2021
Q4 		$1.59M Sell
13,927
-3,182
-19% -$364K 0.33% 33
2021
Q3 		$1.97M Buy
17,109
+727
+4% +$84.3K 0.48% 21
2021
Q2 		$1.89M Buy
16,382
+4,210
+35% +$482K 0.47% 21
2021
Q1 		$1.39M Sell
12,172
-2,707
-18% -$313K 0.36% 32
2020
Q4 		$1.76M Sell
14,879
-2,717
-15% -$320K 0.5% 20
2020
Q3 		$2.08M Sell
17,596
-2,767
-14% -$328K 0.67% 15
2020
Q2 		$2.41M Sell
20,363
-471,072
-96% -$55.1M 0.84% 12
2020
Q1 		$56.7M Sell
491,435
-304,801
-38% -$34.7M 19.18% 1
2019
Q4 		$89.5M Buy
+796,236
New +$89.7M 22.42% 1

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Center for Financial Planning's AGG Position: Q2 2026 in Review

Center for Financial Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q2 2026, buying an estimated $2.98M and bringing the position to 1,083,836 shares worth $107M. The position accounts for 10.03% of the portfolio, ranked #2.

Center for Financial Planning first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. 1,388 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Center for Financial Planning held 1,083,836 shares of iShares Core US Aggregate Bond ETF worth $107M as of Q2 2026.
  • Center for Financial Planning bought 30,128 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.98M.
  • iShares Core US Aggregate Bond ETF made up 10.03% of Center for Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Center for Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.