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Phillips Wealth Planners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Phillips Wealth Planners’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 		$1.29M Sell
13,117
-346
-3% -$34.2K 0.95% 26
2026
Q1 		$1.33M Sell
13,463
-62
-0.5% -$6.2K 1% 20
2025
Q4 		$1.35M Buy
13,525
+675
+5% +$67.7K 1.09% 19
2025
Q3 		$1.28M Buy
12,850
+317
+3% +$31.5K 1.07% 18
2025
Q2 		$1.23M Sell
12,533
-778
-6% -$76.2K 1.11% 19
2025
Q1 		$1.29M Sell
13,311
-2,200
-14% -$215K 1.36% 12
2024
Q4 		$1.49M Buy
15,511
+2,386
+18% +$235K 1.49% 8
2024
Q3 		$1.31M Buy
13,125
+474
+4% +$47.3K 1.26% 15
2024
Q2 		$1.23M Buy
12,651
+534
+4% +$51.5K 1.3% 15
2024
Q1 		$1.15M Buy
12,117
+284
+2% +$27.8K 1.33% 14
2023
Q4 		$1.16M Buy
11,833
+1,199
+11% +$114K 1.4% 14
2023
Q3 		$975K Buy
10,634
+642
+6% +$61.8K 1.32% 16
2023
Q2 		$979K Buy
9,992
+38
+0.4% +$3.76K 1.28% 18
2023
Q1 		$982K Buy
9,954
+2,269
+30% +$224K 1.3% 17
2022
Q4 		$759K Buy
+7,685
New +$743K 1.32% 21

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

Phillips Wealth Planners's AGG Position: Q2 2026 in Review

Phillips Wealth Planners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q2 2026, selling an estimated $34.2K and leaving 13,117 shares worth $1.29M. The position accounts for 0.95% of the portfolio, ranked #26.

Phillips Wealth Planners first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q4 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Phillips Wealth Planners held 13,117 shares of iShares Core US Aggregate Bond ETF worth $1.29M as of Q2 2026.
  • Phillips Wealth Planners sold 346 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $34.2K.
  • iShares Core US Aggregate Bond ETF made up 0.95% of Phillips Wealth Planners's portfolio in Q2 2026, its #26 holding.
  • Phillips Wealth Planners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's iShares Core US Aggregate Bond ETF position peaked at $1.49M in Q4 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.