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

Essential 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
Q1 		– Sell
-2,827
Closed -$282K – 86
2025
Q4 		$282K Buy
2,827
+540
+24% +$54.2K 0.09% 79
2025
Q3 		$229K Buy
2,287
+3
+0.1% +$298 0.08% 80
2025
Q2 		$227K Sell
2,284
-50
-2% -$4.9K 0.08% 77
2025
Q1 		$231K Sell
2,334
-141,194
-98% -$13.8M 0.09% 76
2024
Q4 		$14.1M Buy
143,528
+141,304
+6,354% +$13.9M 0.09% 69
2024
Q3 		$225K Sell
2,224
-104
-4% -$10.4K 0.09% 75
2024
Q2 		$226K Sell
2,328
-1,186
-34% -$114K 0.1% 66
2024
Q1 		$349K Buy
3,514
+80
+2% +$7.83K 0.17% 47
2023
Q4 		$341K Sell
3,434
-2
-0.1% -$190 0.17% 47
2023
Q3 		$323K Sell
3,436
-547
-14% -$52.7K 0.18% 43
2023
Q2 		$390K Buy
3,983
+212
+6% +$21K 0.22% 35
2023
Q1 		$368K Sell
3,771
-5,930
-61% -$586K 0.22% 35
2022
Q4 		$928K Buy
+9,701
New +$938K 0.71% 20

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

Essential Planning's AGG Position: Q1 2026 in Review

Essential Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,827 shares — an estimated $282K sold.

Essential Planning first reported a position in AGG in Q4 2022 and held it in 13 quarters. The position peaked at $14.1M in Q4 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Essential Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Planning sold 2,827 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $282K.
  • Essential Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 13 quarters.
  • Essential Planning's iShares Core US Aggregate Bond ETF position peaked at $14.1M in Q4 2024.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.