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Plan Group Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Plan Group Financial’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
Q2 		– Sell
-4,209
Closed -$416K – 160
2025
Q1 		$416K Buy
4,209
+254
+6% +$24.8K 0.15% 107
2024
Q4 		$383K Sell
3,955
-271
-6% -$26.7K 0.2% 79
2024
Q3 		$428K Buy
+4,226
New +$422K 0.23% 73
2024
Q2 		– Sell
-8,636
Closed -$846K – 100
2024
Q1 		$846K Buy
8,636
+3,085
+56% +$302K 0.56% 37
2023
Q4 		$551K Buy
+5,551
New +$528K 0.48% 36

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

Plan Group Financial's AGG Position: Q2 2025 in Review

Plan Group Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 4,209 shares — an estimated $416K sold.

Plan Group Financial first reported a position in AGG in Q4 2023 and held it in 5 quarters. The position peaked at $846K in Q1 2024. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Plan Group Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Plan Group Financial sold 4,209 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $416K.
  • Plan Group Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 5 quarters.
  • Plan Group Financial's iShares Core US Aggregate Bond ETF position peaked at $846K in Q1 2024.
  • 1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Plan Group Financial's 13F filing for Q2 2025, filed 13 Aug 2025.