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

Comprehensive 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	$49.9K	Sell	504 -215	-30%	-$21.3K	0.03%	174
2026 Q1	$71.4K	Sell	719 -431	-37%	-$43.1K	0.05%	139
2025 Q4	$115K	Buy	1,150 +431	+60%	+$43.2K	0.08%	121
2025 Q3	$72.1K	Sell	719 -273	-28%	-$27.1K	0.05%	144
2025 Q2	$98.4K	Hold	992	–	–	0.08%	127
2025 Q1	$98.1K	Sell	992 -129	-12%	-$12.6K	0.1%	100
2024 Q4	$109K	Buy	+1,121	New	+$110K	0.09%	119

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Comprehensive Financial Planning's AGG Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 30% in Q2 2026, selling an estimated $21.3K and leaving 504 shares worth $49.9K. The position accounts for 0.03% of the portfolio, ranked #174.

Comprehensive Financial Planning first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $115K in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Comprehensive Financial Planning held 504 shares of iShares Core US Aggregate Bond ETF worth $49.9K as of Q2 2026.
Comprehensive Financial Planning sold 215 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $21.3K.
iShares Core US Aggregate Bond ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #174 holding.
Comprehensive Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $115K in Q4 2025.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.