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

Frisco 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
Q3 		$9.14M Buy
96,674
+2,539
+3% +$247K 7.11% 8
2026
Q2 		$9.32M Buy
94,135
+2,726
+3% +$270K 7.02% 8
2026
Q1 		$9.07M Sell
91,409
-30,244
-25% -$3.03M 7.48% 7
2025
Q4 		$12.2M Buy
121,653
+1,720
+1% +$173K 10.16% 3
2025
Q3 		$12M Buy
+119,933
New +$11.9M 10.26% 3

Other funds holding AGG

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Frisco Financial Planning's AGG Position: Q3 2026 in Review

Frisco Financial Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q3 2026, buying an estimated $247K and bringing the position to 96,674 shares worth $9.14M. The position accounts for 7.11% of the portfolio, ranked #8.

Frisco Financial Planning first reported a position in AGG in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.2M in Q4 2025. 24 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Frisco Financial Planning held 96,674 shares of iShares Core US Aggregate Bond ETF worth $9.14M as of Q3 2026.
  • Frisco Financial Planning bought 2,539 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $247K.
  • iShares Core US Aggregate Bond ETF made up 7.11% of Frisco Financial Planning's portfolio in Q3 2026, its #8 holding.
  • Frisco Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Frisco Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $12.2M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.