XY Planning Network
AGG icon

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
Q3 		$573K Buy
6,058
+2,322
+62% +$226K 0.06% 217
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

XY Planning Network's AGG Position: Q3 2026 in Review

XY Planning Network increased its iShares Core US Aggregate Bond ETF (AGG) stake by 62% in Q3 2026, buying an estimated $226K and bringing the position to 6,058 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #217.

XY Planning Network first reported a position in AGG in Q4 2025 and has held it in 4 quarters since. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • XY Planning Network held 6,058 shares of iShares Core US Aggregate Bond ETF worth $573K as of Q3 2026.
  • XY Planning Network bought 2,322 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $226K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #217 holding.
  • XY Planning Network first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.