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Retirement Planning Group (Kansas)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.09M Sell
21,121
-2,971
-12% -$294K 0.05% 150
2026
Q1 		$2.39M Buy
24,092
+17,452
+263% +$1.75M 0.07% 114
2025
Q4 		$663K Buy
6,640
+114
+2% +$11.4K 0.02% 233
2025
Q3 		$654K Sell
6,526
-12
-0.2% -$1.19K 0.02% 230
2025
Q2 		$649K Sell
6,538
-129
-2% -$12.6K 0.03% 190
2025
Q1 		$660K Buy
6,667
+364
+6% +$35.6K 0.03% 174
2024
Q4 		$611K Sell
6,303
-282
-4% -$27.8K 0.03% 172
2024
Q3 		$667K Buy
6,585
+567
+9% +$56.6K 0.04% 158
2024
Q2 		$584K Sell
6,018
-20,862
-78% -$2.01M 0.04% 151
2024
Q1 		$2.63M Buy
26,880
+932
+4% +$91.2K 0.2% 55
2023
Q4 		$2.58M Buy
25,948
+19,233
+286% +$1.83M 0.23% 40
2023
Q3 		$631K Buy
6,715
+2,055
+44% +$198K 0.07% 81
2023
Q2 		$456K Buy
4,660
+12
+0.3% +$1.19K 0.05% 109
2023
Q1 		$463K Sell
4,648
-1,124
-19% -$111K 0.05% 95
2022
Q4 		$560K Buy
5,772
+1,535
+36% +$148K 0.06% 84
2022
Q3 		$408K Buy
4,237
+2,126
+101% +$215K 0.05% 94
2022
Q2 		$215K Buy
+2,111
New +$217K 0.03% 106

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 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

Retirement Planning Group (Kansas)'s AGG Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, selling an estimated $294K and leaving 21,121 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #150.

Retirement Planning Group (Kansas) first reported a position in AGG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.63M in Q1 2024. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Retirement Planning Group (Kansas) held 21,121 shares of iShares Core US Aggregate Bond ETF worth $2.09M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 2,971 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $294K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #150 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Core US Aggregate Bond ETF position peaked at $2.63M in Q1 2024.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.