Obsidian Personal Planning Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$213K	Buy	+2,114	New	+$210K	0.07%	114

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Obsidian Personal Planning Solutions's AGG Position: Q3 2025 in Review

Obsidian Personal Planning Solutions opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2025: 2,114 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings.

1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Obsidian Personal Planning Solutions held 2,114 shares of iShares Core US Aggregate Bond ETF worth $213K as of Q3 2025.
iShares Core US Aggregate Bond ETF was a new Obsidian Personal Planning Solutions position in Q3 2025.
iShares Core US Aggregate Bond ETF made up 0.07% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #114 holding.
1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.