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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
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
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

Holistic Planning's AGG Position: Q1 2026 in Review

Holistic Planning reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 76% in Q1 2026, selling an estimated $1.37M and leaving 4,224 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #204.

Holistic Planning first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Holistic Planning held 4,224 shares of iShares Core US Aggregate Bond ETF worth $419K as of Q1 2026.
  • Holistic Planning sold 13,660 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.37M.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Holistic Planning's portfolio in Q1 2026, its #204 holding.
  • Holistic Planning first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's iShares Core US Aggregate Bond ETF position peaked at $1.79M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.