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

Larry Mathis 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 		$3.51M Buy
35,455
+5,354
+18% +$530K 2.67% 8
2026
Q1 		$2.99M Sell
30,101
-423
-1% -$42.3K 2.68% 7
2025
Q4 		$3.05M Buy
+30,524
New +$3.06M 2.69% 7

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

Larry Mathis Financial Planning's AGG Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $530K and bringing the position to 35,455 shares worth $3.51M. The position accounts for 2.67% of the portfolio, ranked #8.

Larry Mathis Financial Planning first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Larry Mathis Financial Planning held 35,455 shares of iShares Core US Aggregate Bond ETF worth $3.51M as of Q2 2026.
  • Larry Mathis Financial Planning bought 5,354 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $530K.
  • iShares Core US Aggregate Bond ETF made up 2.67% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Larry Mathis Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.