Partners in Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Partners in Financial 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 Q1	$567K	Buy	5,714 +6	+0.1%	+$600	0.09%	74
2025 Q4	$570K	Buy	5,708 +21	+0.4%	+$2.11K	0.1%	69
2025 Q3	$570K	Buy	5,687 +16	+0.3%	+$1.59K	0.1%	68
2025 Q2	$563K	Buy	5,671 +15	+0.3%	+$1.47K	0.1%	64
2025 Q1	$559K	Sell	5,656 -10	-0.2%	-$978	0.11%	60
2024 Q4	$549K	Buy	5,666 +2,230	+65%	+$220K	0.11%	63
2024 Q3	$348K	Hold	3,436	–	–	0.07%	81
2024 Q2	$334K	Hold	3,436	–	–	0.07%	79
2024 Q1	$337K	Buy	+3,436	New	+$336K	0.07%	81

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Partners in Financial Planning's AGG Position: Q1 2026 in Review

Partners in Financial Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.11% in Q1 2026, buying an estimated $600 and bringing the position to 5,714 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #74.

Partners in Financial Planning first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $570K in Q4 2025. 2,076 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Partners in Financial Planning held 5,714 shares of iShares Core US Aggregate Bond ETF worth $567K as of Q1 2026.
Partners in Financial Planning bought 6 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $600.
iShares Core US Aggregate Bond ETF made up 0.09% of Partners in Financial Planning's portfolio in Q1 2026, its #74 holding.
Partners in Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Partners in Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $570K in Q4 2025.
2,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.