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

Prosperity Planning’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 		– Hold
0
– – – 32
2026
Q1 		– Hold
0
– – – 30
2025
Q4 		– Hold
0
– – – 31
2025
Q3 		– Hold
0
– – – 31
2025
Q2 		– Hold
0
– – – 29
2025
Q1 		– Hold
0
– – – 29
2024
Q4 		– Hold
0
– – – 31
2024
Q3 		– Sell
-27,177
Closed -$2.71M – 29
2024
Q2 		$2.64M Buy
+27,177
New +$2.62M 0.9% 27
2024
Q1 		– Hold
0
– – – 27
2023
Q4 		– Hold
0
– – – 27
2023
Q3 		– Hold
0
– – – 31
2023
Q2 		– Hold
0
– – – 32
2023
Q1 		– Sell
-36,493
Closed -$3.61M – 30
2022
Q4 		$1.56M Hold
36,493
– – 0.77% 29
2022
Q3 		$3.52M Buy
36,493
+3,240
+10% +$328K 1.84% 15
2022
Q2 		$3.82M Hold
33,253
– – 1.95% 15
2022
Q1 		$3.52M Hold
33,253
– – 1.72% 16
2021
Q4 		$3.79M Sell
33,253
-78
-0.2% -$8.92K 1.92% 15
2021
Q3 		$3.83M Buy
33,331
+4,331
+15% +$502K 2.09% 14
2021
Q2 		$3.35M Buy
+29,000
New +$3.32M 2.08% 16
2021
Q1 		– Hold
0
– – – 15
2020
Q4 		– Hold
0
– – – 14

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Prosperity Planning's AGG Position: Q2 2026 in Review

Prosperity Planning held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 0 shares worth $3.21M. The position accounts for 0.74% of the portfolio, ranked #32.

Prosperity Planning first reported a position in AGG in Q2 2021 and has held it in 8 quarters since. The position peaked at $3.83M in Q3 2021. 690 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Prosperity Planning held 0 shares of iShares Core US Aggregate Bond ETF worth $3.21M as of Q2 2026.
  • Prosperity Planning left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.74% of Prosperity Planning's portfolio in Q2 2026, its #32 holding.
  • Prosperity Planning first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 8 quarters since.
  • Prosperity Planning's iShares Core US Aggregate Bond ETF position peaked at $3.83M in Q3 2021.
  • 690 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.