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

Planning Project 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 Q4	$55.8M	Buy	+558,699	New	+$56.1M	14.02%	3

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Planning Project LLC's AGG Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2025: 558,699 shares worth $55.8M. The stake represents 14.02% of the portfolio and ranks #3 among its holdings.

2,101 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Planning Project LLC held 558,699 shares of iShares Core US Aggregate Bond ETF worth $55.8M as of Q4 2025.
iShares Core US Aggregate Bond ETF was a new Planning Project LLC position in Q4 2025.
iShares Core US Aggregate Bond ETF made up 14.02% of Planning Project LLC's portfolio in Q4 2025, its #3 holding.
2,101 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.