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Castle Financial & Retirement Planning Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$0 Buy
+3
New +$343 ﹤0.01% 206

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's AGG Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2021: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings.

1,592 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 3 shares of iShares Core US Aggregate Bond ETF worth $0 as of Q4 2021.
  • iShares Core US Aggregate Bond ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #206 holding.
  • 1,592 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.