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BFC Planning, Inc.’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BFC Planning, Inc.’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 		$1.09M Sell
11,046
-676
-6% -$66.9K 0.04% 377
2026
Q1 		$1.16M Buy
11,722
+150
+1% +$15K 0.05% 331
2025
Q4 		$1.16M Buy
11,572
+8,875
+329% +$891K 0.05% 335
2025
Q3 		$270K Sell
2,697
-656
-20% -$65.1K 0.02% 561
2025
Q2 		$333K Sell
3,353
-188
-5% -$18.4K 0.03% 457
2025
Q1 		$350K Buy
3,541
+73
+2% +$7.14K 0.03% 424
2024
Q4 		$336K Buy
+3,468
New +$342K 0.03% 440

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 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

BFC Planning, Inc.'s AGG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q2 2026, selling an estimated $66.9K and leaving 11,046 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #377.

BFC Planning, Inc. first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 2,106 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • BFC Planning, Inc. held 11,046 shares of iShares Core US Aggregate Bond ETF worth $1.09M as of Q2 2026.
  • BFC Planning, Inc. sold 676 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $66.9K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #377 holding.
  • BFC Planning, Inc. first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares Core US Aggregate Bond ETF position peaked at $1.16M in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.