Northeast Planning Associates NH’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Northeast Planning Associates NH’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	$1.42M	Buy	+15,443	New	+$1.53M	1.06%	25

Other funds holding AGG

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

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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Northeast Planning Associates NH's AGG Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 15,443 shares worth $1.42M. The stake represents 1.06% of the portfolio and ranks #25 among its holdings.

1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Northeast Planning Associates NH held 15,443 shares of iShares Core US Aggregate Bond ETF worth $1.42M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Northeast Planning Associates NH position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 1.06% of Northeast Planning Associates NH's portfolio in Q2 2026, its #25 holding.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.