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

XY Planning Network’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 		$370K Sell
3,736
-391
-9% -$38.7K 0.05% 253
2026
Q1 		$409K Buy
4,127
+1,082
+36% +$108K 0.07% 199
2025
Q4 		$304K Buy
+3,045
New +$306K 0.05% 219

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

XY Planning Network's AGG Position: Q2 2026 in Review

XY Planning Network reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.5% in Q2 2026, selling an estimated $38.7K and leaving 3,736 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #253.

XY Planning Network first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $409K in Q1 2026. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • XY Planning Network held 3,736 shares of iShares Core US Aggregate Bond ETF worth $370K as of Q2 2026.
  • XY Planning Network sold 391 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $38.7K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #253 holding.
  • XY Planning Network first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's iShares Core US Aggregate Bond ETF position peaked at $409K in Q1 2026.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.