WealthPlan Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthPlan Investment Management’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	$30.3M	Buy	305,978 +74,304	+32%	+$7.35M	1.5%	11
2026 Q1	$23M	Buy	231,674 +127,183	+122%	+$12.7M	1.28%	17
2025 Q4	$10.4M	Buy	104,491 +40,376	+63%	+$4.05M	0.67%	42
2025 Q3	$6.43M	Buy	64,115 +59,642	+1,333%	+$5.92M	0.43%	77
2025 Q2	$444K	Sell	4,473 -188	-4%	-$18.4K	0.03%	247
2025 Q1	$461K	Sell	4,661 -102	-2%	-$9.97K	0.05%	180
2024 Q4	$462K	Buy	+4,763	New	+$469K	0.05%	178
2023 Q1	–	Sell	-8,171	Closed	-$807K	–	443
2022 Q4	$807K	Sell	8,171 -447	-5%	-$43.2K	0.06%	194
2022 Q3	$859K	Buy	+8,618	New	+$871K	0.06%	178
2022 Q1	$968K	Buy	+9,409	New	+$1.04M	0.07%	175

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

WealthPlan Investment Management's AGG Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 32% in Q2 2026, buying an estimated $7.35M and bringing the position to 305,978 shares worth $30.3M. The position accounts for 1.5% of the portfolio, ranked #11.

WealthPlan Investment Management first reported a position in AGG in Q1 2022 and has held it in 10 quarters since. 869 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

WealthPlan Investment Management held 305,978 shares of iShares Core US Aggregate Bond ETF worth $30.3M as of Q2 2026.
WealthPlan Investment Management bought 74,304 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $7.35M.
iShares Core US Aggregate Bond ETF made up 1.5% of WealthPlan Investment Management's portfolio in Q2 2026, its #11 holding.
WealthPlan Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 10 quarters since.
869 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.