IP
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Ignite Planners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ignite Planners’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 		$2.1M Buy
21,225
+2,619
+14% +$259K 0.29% 83
2026
Q1 		$1.96M Sell
18,606
-530
-3% -$53K 0.3% 80
2025
Q4 		$1.92M Buy
19,136
+1,637
+9% +$164K 0.29% 79
2025
Q3 		$1.75M Sell
17,499
-726
-4% -$72K 0.29% 83
2025
Q2 		$1.79M Sell
18,225
-804
-4% -$78.8K 0.31% 80
2025
Q1 		$1.87M Buy
19,029
+358
+2% +$35K 0.37% 68
2024
Q4 		$1.81M Buy
18,671
+771
+4% +$75.9K 0.4% 62
2024
Q3 		$1.81M Buy
17,900
+1,096
+7% +$109K 0.42% 62
2024
Q2 		$1.64M Sell
16,804
-477
-3% -$46K 0.4% 68
2024
Q1 		$1.68M Sell
17,281
-118
-0.7% -$11.5K 0.47% 59
2023
Q4 		$1.72M Buy
17,399
+1,790
+11% +$170K 0.51% 47
2023
Q3 		$1.45M Buy
15,609
+432
+3% +$41.6K 0.44% 59
2023
Q2 		$1.47M Sell
15,177
-10
-0.1% -$989 0.56% 42
2023
Q1 		$1.51M Sell
15,187
-1,052
-6% -$104K 0.62% 36
2022
Q4 		$1.63M Buy
16,239
+3,862
+31% +$374K 0.68% 31
2022
Q3 		$1.2M Sell
12,377
-3,655
-23% -$370K 0.96% 20
2022
Q2 		$1.63M Sell
16,032
-713
-4% -$73.3K 1.34% 11
2022
Q1 		$1.72M Buy
16,745
+387
+2% +$42.6K 1.16% 14
2021
Q4 		$1.83M Buy
+16,358
New +$1.87M 1.19% 13

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 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Ignite Planners's AGG Position: Q2 2026 in Review

Ignite Planners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, buying an estimated $259K and bringing the position to 21,225 shares worth $2.1M. The position accounts for 0.29% of the portfolio, ranked #83.

Ignite Planners first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ignite Planners held 21,225 shares of iShares Core US Aggregate Bond ETF worth $2.1M as of Q2 2026.
  • Ignite Planners bought 2,619 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $259K.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Ignite Planners's portfolio in Q2 2026, its #83 holding.
  • Ignite Planners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.