Quantum Financial Planning Services
AGG icon

Quantum Financial Planning Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quantum Financial Planning Services’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
Q3 		– Sell
-32,637
Closed -$3.23M – 55
2026
Q2 		$3.23M Buy
32,637
+181
+0.6% +$17.9K 1% 9
2026
Q1 		$3.22M Sell
32,456
-1,568
-5% -$157K 1.16% 9
2025
Q4 		$3.4M Buy
+34,024
New +$3.41M 1.23% 9

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Rebalance
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Quantum Financial Planning Services's AGG Position: Q3 2026 in Review

Quantum Financial Planning Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 32,637 shares — an estimated $3.23M sold.

Quantum Financial Planning Services first reported a position in AGG in Q4 2025 and held it in 3 quarters. The position peaked at $3.4M in Q4 2025. 703 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Quantum Financial Planning Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Planning Services sold 32,637 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $3.23M.
  • Quantum Financial Planning Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 3 quarters.
  • Quantum Financial Planning Services's iShares Core US Aggregate Bond ETF position peaked at $3.4M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.