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Planning Capital Management Corporation’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$201K Buy
1,981
+946
+91% +$94.4K 0.13% 86
2024
Q2 		$100K Buy
1,035
+792
+326% +$76.5K 0.07% 138
2024
Q1 		$23.8K Buy
+243
New +$23.8K 0.02% 260

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $424B AUM 22.94% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Planning Capital Management Corporation's AGG Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Core US Aggregate Bond ETF (AGG) stake by 91% in Q3 2024, buying an estimated $94.4K and bringing the position to 1,981 shares worth $201K. The position accounts for 0.13% of the portfolio, ranked #86.

Planning Capital Management Corporation first reported a position in AGG in Q1 2024 and has held it in 3 quarters since. 1,792 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Planning Capital Management Corporation held 1,981 shares of iShares Core US Aggregate Bond ETF worth $201K as of Q3 2024.
  • Planning Capital Management Corporation bought 946 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $94.4K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of Planning Capital Management Corporation's portfolio in Q3 2024, its #86 holding.
  • Planning Capital Management Corporation first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,792 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.