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

Peak Planning Group’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 		– Sell
-2,431
Closed -$241K – 95
2025
Q2 		$241K Sell
2,431
-301
-11% -$29.5K 0.15% 80
2025
Q1 		$270K Sell
2,732
-273
-9% -$26.7K 0.11% 99
2024
Q4 		$291K Buy
+3,005
New +$296K 0.12% 95

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Peak Planning Group's AGG Position: Q3 2025 in Review

Peak Planning Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,431 shares — an estimated $241K sold.

Peak Planning Group first reported a position in AGG in Q4 2024 and held it in 3 quarters. The position peaked at $291K in Q4 2024. 1,932 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Peak Planning Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Peak Planning Group sold 2,431 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $241K.
  • Peak Planning Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Peak Planning Group's iShares Core US Aggregate Bond ETF position peaked at $291K in Q4 2024.
  • 1,932 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Peak Planning Group's 13F filing for Q3 2025, filed 26 May 2026.