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Levy Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Levy Wealth Management 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
Q2 		– Sell
-1,974
Closed -$225K – 70
2021
Q1 		$225K Buy
1,974
+91
+5% +$10.5K 0.15% 59
2020
Q4 		$223K Buy
+1,883
New +$222K 0.16% 54

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Levy Wealth Management Group's AGG Position: Q2 2021 in Review

Levy Wealth Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2021, closing a stake of 1,974 shares — an estimated $225K sold.

Levy Wealth Management Group first reported a position in AGG in Q4 2020 and held it in 2 quarters. The position peaked at $225K in Q1 2021. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

  • Levy Wealth Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Levy Wealth Management Group sold 1,974 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $225K.
  • Levy Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Levy Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $225K in Q1 2021.
  • 1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Levy Wealth Management Group's 13F filing for Q2 2021, filed 10 Aug 2021.