Integer Wealth Advisors Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Integer Wealth Advisors 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
2021 Q1	$13.1M	Buy	114,855 +54,483	+90%	+$6.31M	7.14%	2
2020 Q4	$7.08M	Buy	60,372 +55,551	+1,152%	+$6.54M	4.67%	5
2020 Q3	$569K	Buy	4,821 +2,729	+130%	+$324K	0.52%	38
2020 Q2	$248K	Buy	+2,092	New	+$245K	0.25%	53

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

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

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

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

Integer Wealth Advisors Group's AGG Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 90% in Q1 2021, buying an estimated $6.31M and bringing the position to 114,855 shares worth $13.1M. The position accounts for 7.14% of the portfolio, ranked #2.

Integer Wealth Advisors Group first reported a position in AGG in Q2 2020 and has held it in 4 quarters since. 1,447 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Integer Wealth Advisors Group held 114,855 shares of iShares Core US Aggregate Bond ETF worth $13.1M as of Q1 2021.
Integer Wealth Advisors Group bought 54,483 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $6.31M.
iShares Core US Aggregate Bond ETF made up 7.14% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #2 holding.
Integer Wealth Advisors Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 4 quarters since.
1,447 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.