Question 1

How many shares of AGG does Creative Planning own?

Accepted Answer

As of 2026-Q1, Creative Planning holds 14M shares of AGG (ISHARES TR).

Question 2

What is Creative Planning's AGG position worth?

Accepted Answer

As of 2026-Q1, Creative Planning's AGG position is worth $1.4B.

Question 3

Is Creative Planning buying or selling AGG?

Accepted Answer

In 2026-Q1, Creative Planning increased their AGG position (+31.8% change in shares).

Question 4

When did Creative Planning first buy AGG?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in AGG in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	14M	+31.8%	$1.4B	0.9%	$100.57	57
2025-Q4	Decreased	10.6M	-11.1%	$1.1B	0.8%	$99.80	0
2025-Q3	Decreased	12M	-3.3%	$1.2B	0.9%	$98.64	0
2025-Q2	Decreased	12.4M	-2.6%	$1.2B	1.0%	$96.25	0
2025-Q1	Decreased	12.7M	-1.4%	$1.3B	1.2%	$95.24	0
2024-Q4	Increased	12.9M	+2.0%	$1.2B	1.2%	$92.99	51
2024-Q3	Decreased	12.6M	-2.5%	$1.3B	1.3%	$96.07	0
2024-Q2	Increased	13M	+2.5%	$1.3B	1.3%	$91.03	52

AGGShowing 8 of 30 quarters

AGG
Showing 8 of 30 quarters