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 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 $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LifePlan Investment Advisors's AGG Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.75% in Q1 2026, selling an estimated $89.9K and leaving 119,223 shares worth $11.8M. The position accounts for 4.65% of the portfolio, ranked #1.

LifePlan Investment Advisors first reported a position in AGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $12M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

LifePlan Investment Advisors held 119,223 shares of iShares Core US Aggregate Bond ETF worth $11.8M as of Q1 2026.
LifePlan Investment Advisors sold 899 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $89.9K.
iShares Core US Aggregate Bond ETF made up 4.65% of LifePlan Investment Advisors's portfolio in Q1 2026, its #1 holding.
LifePlan Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $12M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.