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

Sequent 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 		$31M Buy
313,224
+21,278
+7% +$2.11M 6.62% 1
2026
Q1 		$29M Buy
291,946
+29,905
+11% +$2.99M 7.01% 1
2025
Q4 		$26.2M Buy
262,041
+34,462
+15% +$3.46M 6.66% 1
2025
Q3 		$22.8M Buy
227,579
+213,615
+1,530% +$21.2M 6.47% 1
2025
Q2 		$1.39M Buy
13,964
+3,787
+37% +$371K 0.44% 37
2025
Q1 		$1.01M Buy
10,177
+458
+5% +$44.8K 0.36% 46
2024
Q4 		$942K Buy
9,719
+1,050
+12% +$103K 0.35% 50
2024
Q3 		$878K Buy
+8,669
New +$865K 0.3% 58

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

Sequent Planning's AGG Position: Q2 2026 in Review

Sequent Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.3% in Q2 2026, buying an estimated $2.11M and bringing the position to 313,224 shares worth $31M. The position accounts for 6.62% of the portfolio, ranked #1.

Sequent Planning first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sequent Planning held 313,224 shares of iShares Core US Aggregate Bond ETF worth $31M as of Q2 2026.
  • Sequent Planning bought 21,278 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.11M.
  • iShares Core US Aggregate Bond ETF made up 6.62% of Sequent Planning's portfolio in Q2 2026, its #1 holding.
  • Sequent Planning first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.