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Planning Strategies Inc.’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Planning Strategies Inc.’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 		$93.5K Buy
+945
New +$93.5K 0.06% 105

Other funds holding AGG

Wealth Enhancement Advisory Services
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WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
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
SP
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

Planning Strategies Inc.'s AGG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 945 shares worth $93.5K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings.

870 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Planning Strategies Inc. held 945 shares of iShares Core US Aggregate Bond ETF worth $93.5K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #105 holding.
  • 870 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.