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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
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% -$7.49K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Planned Solutions's AGG Position: Q2 2026 in Review

Planned Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q2 2026, buying an estimated $21.2K and bringing the position to 6,993 shares worth $692K. The position accounts for 0.2% of the portfolio, ranked #58.

Planned Solutions first reported a position in AGG in Q3 2020 and has held it in 23 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Planned Solutions held 6,993 shares of iShares Core US Aggregate Bond ETF worth $692K as of Q2 2026.
  • Planned Solutions bought 214 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $21.2K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Planned Solutions's portfolio in Q2 2026, its #58 holding.
  • Planned Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.