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

Holistic 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	$633K	Buy	6,399 +2,175	+51%	+$215K	0.1%	180
2026 Q1	$419K	Sell	4,224 -13,660	-76%	-$1.37M	0.08%	204
2025 Q4	$1.79M	Buy	17,884 +8,353	+88%	+$838K	0.38%	55
2025 Q3	$955K	Sell	9,531 -929	-9%	-$92.2K	0.25%	76
2025 Q2	$1.04M	Buy	10,460 +247	+2%	+$24.2K	0.3%	64
2025 Q1	$1.01M	Buy	10,213 +1,230	+14%	+$120K	0.34%	56
2024 Q4	$870K	Buy	8,983 +2,003	+29%	+$197K	0.32%	63
2024 Q3	$707K	Buy	+6,980	New	+$696K	0.3%	67

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

Holistic Planning's AGG Position: Q2 2026 in Review

Holistic Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 51% in Q2 2026, buying an estimated $215K and bringing the position to 6,399 shares worth $633K. The position accounts for 0.1% of the portfolio, ranked #180.

Holistic Planning first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Holistic Planning held 6,399 shares of iShares Core US Aggregate Bond ETF worth $633K as of Q2 2026.
Holistic Planning bought 2,175 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $215K.
iShares Core US Aggregate Bond ETF made up 0.1% of Holistic Planning's portfolio in Q2 2026, its #180 holding.
Holistic Planning first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Holistic Planning's iShares Core US Aggregate Bond ETF position peaked at $1.79M in Q4 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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