Creative Planning increased its AGG holdings by 6.4% in Q4 2021, making it the 16th largest holding.
Creative Planning has increased its holdings in iShares Core U.S. Aggregate Bond ETF (AGG) by 6.4%, purchasing an additional 753,052 shares in Q4 2021. The ETF now accounts for 1.8% of Creative Planning's holdings, making it their 16th largest holding. The firm also purchased 467,975 shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) and 37,836 shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) during Q4.
June 12, 2024
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