PF
AGG icon

PlanVest Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

PlanVest Financial’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 		$5.01M Buy
50,659
+1,238
+3% +$122K 3.35% 5
2026
Q1 		$4.91M Buy
+49,421
New +$4.94M 3.73% 4

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PlanVest Financial's AGG Position: Q2 2026 in Review

PlanVest Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q2 2026, buying an estimated $122K and bringing the position to 50,659 shares worth $5.01M. The position accounts for 3.35% of the portfolio, ranked #5.

PlanVest Financial first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. 2,014 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • PlanVest Financial held 50,659 shares of iShares Core US Aggregate Bond ETF worth $5.01M as of Q2 2026.
  • PlanVest Financial bought 1,238 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $122K.
  • iShares Core US Aggregate Bond ETF made up 3.35% of PlanVest Financial's portfolio in Q2 2026, its #5 holding.
  • PlanVest Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,014 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.