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

Keener 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
Q2 		$200K Hold
2,028
– – 0.07% 61
2026
Q1 		$201K Sell
2,028
-49
-2% -$4.9K 0.08% 58
2025
Q4 		$207K Buy
+2,077
New +$208K 0.09% 56
2024
Q1 		– Sell
-355
Closed -$35K – 187
2023
Q4 		$35K Buy
+355
New +$33.8K 0.03% 111

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Keener Financial Planning's AGG Position: Q2 2026 in Review

Keener Financial Planning held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,028 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #61.

Keener Financial Planning first reported a position in AGG in Q4 2023 and has held it in 4 quarters since. The position peaked at $207K in Q4 2025. 1,349 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Keener Financial Planning held 2,028 shares of iShares Core US Aggregate Bond ETF worth $200K as of Q2 2026.
  • Keener Financial Planning left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Keener Financial Planning's portfolio in Q2 2026, its #61 holding.
  • Keener Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Keener Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $207K in Q4 2025.
  • 1,349 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.