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Pinnacle Wealth Planning Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.93M Sell
39,569
-1,445
-4% -$145K 0.41% 37
2025
Q4 		$4.1M Sell
41,014
-5,661
-12% -$568K 0.43% 34
2025
Q3 		$4.68M Sell
46,675
-583
-1% -$57.8K 0.55% 30
2025
Q2 		$4.69M Buy
47,258
+3,453
+8% +$338K 0.62% 27
2025
Q1 		$4.33M Sell
43,805
-1,543
-3% -$151K 0.65% 25
2024
Q4 		$4.39M Sell
45,348
-242
-0.5% -$23.8K 0.66% 24
2024
Q3 		$4.62M Hold
45,590
– – 0.63% 21
2024
Q2 		$4.43M Sell
45,590
-1,463
-3% -$141K 0.63% 19
2024
Q1 		$4.61M Sell
47,053
-6,195
-12% -$606K 0.68% 18
2023
Q4 		$5.28M Buy
53,248
+17,227
+48% +$1.64M 0.83% 15
2023
Q3 		$3.39M Buy
36,021
+308
+0.9% +$29.7K 0.56% 26
2023
Q2 		$3.5M Sell
35,713
-2,060
-5% -$204K 0.56% 26
2023
Q1 		$3.76M Sell
37,773
-4,964
-12% -$491K 0.63% 21
2022
Q4 		$4.15M Buy
42,737
+17,484
+69% +$1.69M 0.74% 19
2022
Q3 		$2.43M Buy
25,253
+7,141
+39% +$722K 0.45% 36
2022
Q2 		$1.84M Sell
18,112
-31,882
-64% -$3.28M 0.33% 53
2022
Q1 		$5.35M Sell
49,994
-19,496
-28% -$2.15M 0.98% 19
2021
Q4 		$7.93M Sell
69,490
-13,033
-16% -$1.49M 1.55% 13
2021
Q3 		$9.48M Sell
82,523
-3,334
-4% -$386K 2.09% 8
2021
Q2 		$9.9M Sell
85,857
-943
-1% -$108K 2.3% 4
2021
Q1 		$9.88M Buy
86,800
+71,408
+464% +$8.27M 2.53% 4
2020
Q4 		$1.82M Buy
15,392
+2,396
+18% +$282K 0.43% 36
2020
Q3 		$1.53M Buy
12,996
+1,370
+12% +$163K 0.51% 35
2020
Q2 		$1.38M Buy
11,626
+3,340
+40% +$391K 0.45% 44
2020
Q1 		$955K Sell
8,286
-648
-7% -$73.9K 0.45% 45
2019
Q4 		$1M Buy
8,934
+2,160
+32% +$243K 0.47% 41
2019
Q3 		$766K Sell
6,774
-114
-2% -$12.8K 0.42% 50
2019
Q2 		$767K Sell
6,888
-167
-2% -$18.3K 0.46% 39
2019
Q1 		$770K Sell
7,055
-6,451
-48% -$692K 0.52% 35
2018
Q4 		$1.44M Buy
13,506
+4,984
+58% +$523K 0.92% 19
2018
Q3 		$899K Sell
8,522
-177
-2% -$18.8K 0.82% 30
2018
Q2 		$925K Sell
8,699
-1,521
-15% -$161K 0.9% 25
2018
Q1 		$1.1M Sell
10,220
-44,130
-81% -$4.74M 1.13% 18
2017
Q4 		$5.94M Buy
+54,350
New +$5.94M 12.1% 1

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.5% in Q1 2026, selling an estimated $145K and leaving 39,569 shares worth $3.93M. The position accounts for 0.41% of the portfolio, ranked #37.

Pinnacle Wealth Planning Services first reported a position in AGG in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.9M in Q2 2021. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 39,569 shares of iShares Core US Aggregate Bond ETF worth $3.93M as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,445 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $145K.
  • iShares Core US Aggregate Bond ETF made up 0.41% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #37 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Pinnacle Wealth Planning Services's iShares Core US Aggregate Bond ETF position peaked at $9.9M in Q2 2021.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.