FourThought Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FourThought Financial’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
2022 Q3	$2.62M	Buy	27,241 +400	+1%	+$40.5K	0.39%	67
2022 Q2	$2.73M	Sell	26,841 -317	-1%	-$32.6K	0.4%	61
2022 Q1	$2.91M	Sell	27,158 -11	-0%	-$1.21K	0.37%	69
2021 Q4	$3.1M	Sell	27,169 -492	-2%	-$56.3K	0.39%	61
2021 Q3	$3.18M	Buy	27,661 +1	+0%	+$116	0.42%	58
2021 Q2	$3.19M	Buy	27,660 +104	+0.4%	+$11.9K	0.43%	54
2021 Q1	$3.14M	Buy	27,556 +202	+0.7%	+$23.4K	0.45%	53
2020 Q4	$3.23M	Buy	+27,354	New	+$3.22M	0.52%	47

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

FourThought Financial's AGG Position: Q3 2022 in Review

FourThought Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q3 2022, buying an estimated $40.5K and bringing the position to 27,241 shares worth $2.62M. The position accounts for 0.39% of the portfolio, ranked #67.

FourThought Financial first reported a position in AGG in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.23M in Q4 2020. 1,489 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

FourThought Financial held 27,241 shares of iShares Core US Aggregate Bond ETF worth $2.62M as of Q3 2022.
FourThought Financial bought 400 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $40.5K.
iShares Core US Aggregate Bond ETF made up 0.39% of FourThought Financial's portfolio in Q3 2022, its #67 holding.
FourThought Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Core US Aggregate Bond ETF position peaked at $3.23M in Q4 2020.
1,489 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.