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Plancorp LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Plancorp LLC’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
Q1 		– Sell
-2,528
Closed -$245K – 363
2024
Q4 		$245K Buy
+2,528
New +$249K 0.01% 277
2015
Q4 		– Sell
-5,046
Closed -$553K – 79
2015
Q3 		$553K Buy
+5,046
New +$550K 0.5% 45
2015
Q2 		– Sell
-4,146
Closed -$462K – 78
2015
Q1 		$462K Buy
+4,146
New +$461K 0.46% 52

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Plancorp LLC's AGG Position: Q1 2025 in Review

Plancorp LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,528 shares — an estimated $245K sold.

Plancorp LLC first reported a position in AGG in Q1 2015 and held it in 3 quarters. The position peaked at $553K in Q3 2015. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Plancorp LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Plancorp LLC sold 2,528 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $245K.
  • Plancorp LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and held it in 3 quarters.
  • Plancorp LLC's iShares Core US Aggregate Bond ETF position peaked at $553K in Q3 2015.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Plancorp LLC's 13F filing for Q1 2025, filed 15 May 2025.