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

Life Planning Partners’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	$416K	Buy	4,199 +643	+18%	+$63.6K	0.31%	50
2026 Q1	$353K	Buy	3,556 +157	+5%	+$15.7K	0.27%	53
2025 Q4	$339K	Buy	3,399 +1,264	+59%	+$127K	0.26%	54
2025 Q3	$214K	Buy	2,135 +11	+0.5%	+$1.09K	0.16%	67
2025 Q2	$211K	Buy	2,124 +4	+0.2%	+$392	0.17%	65
2025 Q1	$210K	Sell	2,120 -214	-9%	-$20.9K	0.19%	61
2024 Q4	$226K	Buy	2,334 +14	+0.6%	+$1.38K	0.21%	56
2024 Q3	$235K	Buy	2,320 +10	+0.4%	+$998	0.21%	53
2024 Q2	$224K	Buy	2,310 +9	+0.4%	+$869	0.2%	56
2024 Q1	$225K	Buy	2,301 +1,385	+151%	+$136K	0.22%	57
2023 Q4	$90.8K	Buy	+916	New	+$87.2K	0.09%	83
2022 Q3	$99.8K	Hold	1,036	–	–	0.11%	65
2022 Q2	$105K	Hold	1,036	–	–	0.12%	62
2022 Q1	$110K	Buy	1,036 +40	+4%	+$4.4K	0.11%	61
2021 Q4	$113K	Buy	+996	New	+$114K	0.11%	58

Other funds holding AGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Life Planning Partners's AGG Position: Q2 2026 in Review

Life Planning Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $63.6K and bringing the position to 4,199 shares worth $416K. The position accounts for 0.31% of the portfolio, ranked #50.

Life Planning Partners first reported a position in AGG in Q4 2021 and has held it in 15 quarters since. 1,270 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Life Planning Partners held 4,199 shares of iShares Core US Aggregate Bond ETF worth $416K as of Q2 2026.
Life Planning Partners bought 643 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $63.6K.
iShares Core US Aggregate Bond ETF made up 0.31% of Life Planning Partners's portfolio in Q2 2026, its #50 holding.
Life Planning Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
1,270 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.