LifePlan Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LifePlan Investment Advisors’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	$11.8M	Sell	119,048 -175	-0.1%	-$17.3K	4.06%	2
2026 Q1	$11.8M	Sell	119,223 -899	-0.7%	-$89.9K	4.65%	1
2025 Q4	$12M	Buy	120,122 +4,235	+4%	+$425K	4.89%	1
2025 Q3	$11.6M	Buy	115,887 +4,231	+4%	+$420K	4.87%	2
2025 Q2	$11.1M	Buy	111,656 +1,260	+1%	+$123K	5.5%	1
2025 Q1	$10.9M	Buy	110,396 +1,944	+2%	+$190K	6.28%	1
2024 Q4	$10.5M	Sell	108,452 -8,132	-7%	-$801K	6.5%	1
2024 Q3	$11.8M	Buy	116,584 +1,948	+2%	+$194K	7.55%	1
2024 Q2	$11.1M	Buy	114,636 +10,653	+10%	+$1.03M	8.02%	1
2024 Q1	$10.2M	Buy	103,983 +4,339	+4%	+$425K	8.12%	1
2023 Q4	$9.89M	Buy	99,644 +2,887	+3%	+$275K	9.05%	1
2023 Q3	$9.1M	Sell	96,757 -721	-0.7%	-$69.4K	9.67%	1
2023 Q2	$9.55M	Buy	+97,478	New	+$9.64M	10.67%	1

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LifePlan Investment Advisors's AGG Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.15% in Q2 2026, selling an estimated $17.3K and leaving 119,048 shares worth $11.8M. The position accounts for 4.06% of the portfolio, ranked #2.

LifePlan Investment Advisors first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $12M in Q4 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

LifePlan Investment Advisors held 119,048 shares of iShares Core US Aggregate Bond ETF worth $11.8M as of Q2 2026.
LifePlan Investment Advisors sold 175 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $17.3K.
iShares Core US Aggregate Bond ETF made up 4.06% of LifePlan Investment Advisors's portfolio in Q2 2026, its #2 holding.
LifePlan Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $12M in Q4 2025.
2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.