Houlihan Financial Resource Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$122K	Buy	+1,041	New	+$123K	0.07%	119

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAIM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MFRM

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

Houlihan Financial Resource Group's AGG Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2020: 1,041 shares worth $122K. The stake represents 0.07% of the portfolio and ranks #119 among its holdings.

1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

Houlihan Financial Resource Group held 1,041 shares of iShares Core US Aggregate Bond ETF worth $122K as of Q3 2020.
iShares Core US Aggregate Bond ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares Core US Aggregate Bond ETF made up 0.07% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #119 holding.
1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.