Next Level Wealth Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Next Level Wealth 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 Q3	$7.94K	Buy	+84	New	+$8.16K	﹤0.01%	354

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Next Level Wealth Planning's AGG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 84 shares worth $7.94K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

1,291 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Next Level Wealth Planning held 84 shares of iShares Core US Aggregate Bond ETF worth $7.94K as of Q3 2026.
iShares Core US Aggregate Bond ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #354 holding.
1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.