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

Level Four 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
2021 Q3	$1.44M	Buy	12,503 +111	+0.9%	+$12.9K	0.63%	38
2021 Q2	$1.43M	Sell	12,392 -1,619	-12%	-$185K	0.6%	38
2021 Q1	$1.59M	Sell	14,011 -653	-4%	-$75.6K	0.74%	33
2020 Q4	$1.73M	Buy	+14,664	New	+$1.73M	0.75%	26

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

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

MFRM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Four Financial's AGG Position: Q3 2021 in Review

Level Four Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.9% in Q3 2021, buying an estimated $12.9K and bringing the position to 12,503 shares worth $1.44M. The position accounts for 0.63% of the portfolio, ranked #38.

Level Four Financial first reported a position in AGG in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.73M in Q4 2020. 1,436 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

Level Four Financial held 12,503 shares of iShares Core US Aggregate Bond ETF worth $1.44M as of Q3 2021.
Level Four Financial bought 111 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $12.9K.
iShares Core US Aggregate Bond ETF made up 0.63% of Level Four Financial's portfolio in Q3 2021, its #38 holding.
Level Four Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's iShares Core US Aggregate Bond ETF position peaked at $1.73M in Q4 2020.
1,436 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.