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PDS Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

PDS 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
Q2 		$87.1M Buy
880,458
+36,318
+4% +$3.59M 5.04% 3
2026
Q1 		$83.8M Buy
844,140
+53,598
+7% +$5.36M 5.53% 3
2025
Q4 		$79M Buy
790,542
+29,564
+4% +$2.97M 5.27% 3
2025
Q3 		$76.3M Buy
760,978
+21,452
+3% +$2.13M 5.28% 3
2025
Q2 		$73.4M Buy
739,526
+38,623
+6% +$3.78M 5.47% 3
2025
Q1 		$69.3M Buy
700,903
+13,597
+2% +$1.33M 5.84% 3
2024
Q4 		$66.6M Buy
687,306
+43,036
+7% +$4.24M 5.92% 3
2024
Q3 		$65.2M Buy
644,270
+78,940
+14% +$7.88M 5.85% 3
2024
Q2 		$54.9M Buy
565,330
+39,403
+7% +$3.8M 5.54% 4
2024
Q1 		$51.5M Buy
525,927
+26,738
+5% +$2.62M 5.41% 4
2023
Q4 		$49.5M Buy
499,189
+12,979
+3% +$1.24M 5.64% 4
2023
Q3 		$45.7M Buy
486,210
+22,374
+5% +$2.15M 5.92% 3
2023
Q2 		$45.4M Buy
463,836
+37,104
+9% +$3.67M 5.81% 3
2023
Q1 		$42.5M Buy
426,732
+35,348
+9% +$3.49M 5.86% 3
2022
Q4 		$38M Buy
391,384
+13,618
+4% +$1.32M 6.07% 3
2022
Q3 		$36.4M Buy
377,766
+48,420
+15% +$4.9M 6.63% 3
2022
Q2 		$33.5M Buy
329,346
+51,166
+18% +$5.26M 6.06% 3
2022
Q1 		$29.8M Buy
278,180
+28,299
+11% +$3.11M 5.24% 5
2021
Q4 		$28.5M Buy
249,881
+53,327
+27% +$6.1M 5.45% 5
2021
Q3 		$22.6M Buy
196,554
+30,439
+18% +$3.53M 5.21% 5
2021
Q2 		$19.2M Buy
166,115
+21,653
+15% +$2.48M 4.66% 5
2021
Q1 		$16.4M Buy
144,462
+37,206
+35% +$4.31M 4.77% 4
2020
Q4 		$12.7M Buy
107,256
+18,624
+21% +$2.19M 4.35% 4
2020
Q3 		$10.5M Buy
88,632
+11,956
+16% +$1.42M 4.26% 4
2020
Q2 		$9.06M Buy
76,676
+68,755
+868% +$8.05M 4.11% 5
2020
Q1 		$914K Buy
7,921
+64
+0.8% +$7.29K 0.58% 35
2019
Q4 		$883K Sell
7,857
-28
-0.4% -$3.15K 0.56% 36
2019
Q3 		$892K Sell
7,885
-248
-3% -$27.9K 0.62% 34
2019
Q2 		$906K Buy
8,133
+59
+0.7% +$6.45K 0.67% 34
2019
Q1 		$881K Buy
8,074
+168
+2% +$18K 0.68% 31
2018
Q4 		$842K Buy
+7,906
New +$829K 0.72% 31

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PDS Planning's AGG Position: Q2 2026 in Review

PDS Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q2 2026, buying an estimated $3.59M and bringing the position to 880,458 shares worth $87.1M. The position accounts for 5.04% of the portfolio, ranked #3.

PDS Planning first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • PDS Planning held 880,458 shares of iShares Core US Aggregate Bond ETF worth $87.1M as of Q2 2026.
  • PDS Planning bought 36,318 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.59M.
  • iShares Core US Aggregate Bond ETF made up 5.04% of PDS Planning's portfolio in Q2 2026, its #3 holding.
  • PDS Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.