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Planned Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Planned Solutions’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
Q3 		$640K Sell
6,775
-218
-3% -$21.2K 0.18% 59
2026
Q2 		$692K Buy
6,993
+214
+3% +$21.2K 0.2% 58
2026
Q1 		$673K Buy
6,779
+29
+0.4% +$2.9K 0.22% 53
2025
Q4 		$674K Buy
6,750
+239
+4% +$24K 0.22% 55
2025
Q3 		$653K Buy
6,511
+218
+3% +$21.6K 0.22% 52
2025
Q2 		$624K Buy
6,293
+46
+0.7% +$4.51K 0.24% 54
2025
Q1 		$618K Buy
6,247
+147
+2% +$14.4K 0.25% 50
2024
Q4 		$591K Sell
6,100
-76
-1% -$7.48K 0.24% 46
2024
Q3 		$625K Buy
6,176
+502
+9% +$50.1K 0.25% 42
2024
Q2 		$551K Sell
5,674
-382
-6% -$36.9K 0.27% 42
2024
Q1 		$593K Sell
6,056
-41
-0.7% -$4.01K 0.29% 41
2023
Q4 		$605K Buy
6,097
+1,212
+25% +$115K 0.28% 37
2023
Q3 		$459K Buy
4,885
+40
+0.8% +$3.85K 0.28% 42
2023
Q2 		$475K Buy
4,845
+30
+0.6% +$2.97K 0.28% 42
2023
Q1 		$480K Buy
4,815
+61
+1% +$6.03K 0.3% 39
2022
Q4 		$461K Buy
4,754
+46
+1% +$4.45K 0.34% 38
2022
Q3 		$454K Buy
4,708
+28
+0.6% +$2.83K 0.38% 34
2022
Q2 		$476K Sell
4,680
-1
-0% -$103 0.44% 34
2022
Q1 		$501K Sell
4,681
-573
-11% -$63.1K 0.35% 35
2021
Q4 		$599K Buy
+5,254
New +$601K 0.4% 34
2021
Q2 		$624K Buy
5,410
+267
+5% +$30.6K 0.43% 30
2021
Q1 		$585K Buy
5,143
+1,278
+33% +$148K 0.46% 25
2020
Q4 		$457K Buy
3,865
+2,195
+131% +$259K 0.37% 29
2020
Q3 		$197K Buy
+1,670
New +$198K 0.19% 47

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Planned Solutions's AGG Position: Q3 2026 in Review

Planned Solutions reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.1% in Q3 2026, selling an estimated $21.2K and leaving 6,775 shares worth $640K. The position accounts for 0.18% of the portfolio, ranked #59.

Planned Solutions first reported a position in AGG in Q3 2020 and has held it in 24 quarters since. The position peaked at $692K in Q2 2026. 442 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Planned Solutions held 6,775 shares of iShares Core US Aggregate Bond ETF worth $640K as of Q3 2026.
  • Planned Solutions sold 218 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $21.2K.
  • iShares Core US Aggregate Bond ETF made up 0.18% of Planned Solutions's portfolio in Q3 2026, its #59 holding.
  • Planned Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's iShares Core US Aggregate Bond ETF position peaked at $692K in Q2 2026.
  • 442 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.