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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
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 $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Retirement Planning Group (Kansas)'s AGG Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 263% in Q1 2026, buying an estimated $1.75M and bringing the position to 24,092 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #114.

Retirement Planning Group (Kansas) first reported a position in AGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.63M in Q1 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Retirement Planning Group (Kansas) held 24,092 shares of iShares Core US Aggregate Bond ETF worth $2.39M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 17,452 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.75M.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #114 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Core US Aggregate Bond ETF position peaked at $2.63M in Q1 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.