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

Total Wealth 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
2025
Q4 		– Sell
-9,746
Closed -$977K – 40
2025
Q3 		$977K Buy
9,746
+471
+5% +$46.7K 0.11% 60
2025
Q2 		$920K Sell
9,275
-3,530
-28% -$346K 0.12% 59
2025
Q1 		$1.27M Sell
12,805
-135
-1% -$13.2K 0.19% 46
2024
Q4 		$1.25M Buy
12,940
+39
+0.3% +$3.84K 0.2% 49
2024
Q3 		$1.31M Hold
12,901
– – 0.2% 46
2024
Q2 		$1.27M Sell
12,901
-167
-1% -$16.1K 0.21% 46
2024
Q1 		$1.28M Sell
13,068
-494
-4% -$48.3K 0.22% 47
2023
Q4 		$1.35M Sell
13,562
-89
-0.7% -$8.47K 0.24% 47
2023
Q3 		$1.28M Sell
13,651
-80
-0.6% -$7.71K 0.26% 49
2023
Q2 		$1.34M Hold
13,731
– – 0.28% 48
2023
Q1 		$1.37M Buy
13,731
+1
+0% +$99 0.3% 46
2022
Q4 		$1.33M Buy
13,730
+8,415
+158% +$814K 0.33% 47
2022
Q3 		$512K Buy
+5,315
New +$537K 0.15% 57
2022
Q2 		– Sell
-3,084
Closed -$330K – 84
2022
Q1 		$330K Buy
+3,084
New +$339K 0.09% 67

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Total Wealth Planning's AGG Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 9,746 shares — an estimated $977K sold.

Total Wealth Planning first reported a position in AGG in Q1 2022 and held it in 14 quarters. The position peaked at $1.37M in Q1 2023. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 9,746 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $977K.
  • Total Wealth Planning first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 14 quarters.
  • Total Wealth Planning's iShares Core US Aggregate Bond ETF position peaked at $1.37M in Q1 2023.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.