iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL ˙ SNSE ˙ US4642872265
SecurityCL:AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership63,598 shares
Latest Disclosed Value $ 6,313,404
Midwest Professional Planners, LTD. reports 4.47% increase in ownership of AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 63,598 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) valued at $6,313,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 60,878 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of 4.47% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 63,598 2,720 4.47 6,313 3.83 1.4872
2026-02-06 2025-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 60,878 2,467 4.22 6,080 3.84 1.4404
2025-11-04 2025-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 58,411 2,320 4.14 5,856 5.23 1.4286
2025-08-11 2025-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 56,091 1,433 2.62 5,564 2.92 1.4651
2025-05-02 2025-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 54,658 6,848 14.32 5,407 16.71 1.6825
2025-02-10 2024-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 47,810 504 1.07 4,633 -3.30 1.3834
2024-11-14 2024-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 47,306 1,012 2.19 4,791 6.61 1.4646
2024-08-06 2024-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 46,294 -31,362 -40.39 4,494 -40.92 1.5018
2024-05-09 2024-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 77,656 3,213 4.32 7,606 2.94 2.6681
2024-02-15 2023-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 74,443 -25,151 -25.25 7,388 -21.11 2.9453
2024-02-15 2023-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 74,443 7,388
2023-11-13 2023-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 99,594 -492 -0.49 9,366 -4.47 4.2119
2023-08-07 2023-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 100,086 -883 -0.87 9,803 -2.55 4.2941
2023-05-15 2023-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 100,969 -4,634 -4.39 10,061 -1.78 4.9214
2023-02-10 2022-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 105,603 -3,258 -2.99 10,242 -2.35 5.6690
2022-11-10 2022-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 108,861 -285 -0.26 10,488 -5.50 6.2580
2022-08-09 2022-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 109,146 -21,597 -16.52 11,098 -20.75 6.2595
2022-05-11 2022-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 130,743 11,628 9.76 14,003 3.05 6.8883
2022-02-10 2021-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 119,115 -4,235 -3.43 13,589 -3.93 6.6013
2021-11-08 2021-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 123,350 -6,364 -4.91 14,145 -5.45 7.5024
2021-08-10 2021-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 129,714 70,387 118.64 14,960 118.55 7.7942
2021-05-17 2021-03-31 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 59,327 -61,301 -50.82 6,845 -51.99 6.7592
2021-03-11 2020-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 120,628 6,978 6.14 14,257 6.25 8.7845
2020-11-06 2020-09-30 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 113,650 15,673 16.00 13,418 15.85 9.4385
2020-08-14 2020-06-30 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 97,977 38,650 65.15 11,582 69.20 9.1196
2020-05-05 2020-03-31 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 59,327 1,355 2.34 6,845 5.08 6.7592
2020-02-11 2019-12-31 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 57,972 14,889 34.56 6,514 33.59 5.3201
2019-11-14 2019-09-30 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 43,083 -18,636 -30.19 4,876 -29.05 4.3617
2019-08-12 2019-06-30 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 61,719 3,411 5.85 6,872 8.05 6.3750
2019-05-08 2019-03-31 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 58,308 -5,405 -8.48 6,360 -6.26 6.1403
2019-02-13 2018-12-31 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 63,713 -2,489 -3.76 6,785 -2.88 7.3036
2018-11-13 2018-09-30 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 66,202 -1,628 -2.40 6,986 -3.13 6.4144
2018-08-10 2018-06-30 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 67,830 1,767 2.67 7,212 1.79 6.4484
2018-05-15 2018-03-31 13F iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 66,063 -483 -0.73 7,085 -2.61 6.3843
2018-02-12 2017-12-31 13F ISHARES TR CORE U S AGGREGATE BD ETF CORE US AGGBD ET 464287226 66,546 66,546 7,275 6.6436
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.