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

LifePlan Financial 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 		$288K Sell
2,443
-38
-2% -$4.51K 0.12% 107
2020
Q2 		$293K Hold
2,481
– – 0.13% 104
2020
Q1 		$286K Sell
2,481
-375
-13% -$42.7K 0.15% 97
2019
Q4 		$321K Buy
2,856
+1
+0% +$113 0.14% 106
2019
Q3 		$323K Sell
2,855
-424
-13% -$47.7K 0.15% 102
2019
Q2 		$365K Sell
3,279
-882
-21% -$96.4K 0.18% 90
2019
Q1 		$454K Sell
4,161
-2,626
-39% -$282K 0.24% 71
2018
Q4 		$723K Sell
6,787
-1,371
-17% -$144K 0.45% 44
2018
Q3 		$861K Buy
8,158
+21
+0.3% +$2.23K 0.47% 45
2018
Q2 		$865K Buy
8,137
+11
+0.1% +$1.17K 0.48% 44
2018
Q1 		$872K Sell
8,126
-1,180
-13% -$127K 0.51% 45
2017
Q4 		$1.02M Hold
9,306
– – 0.65% 39
2017
Q3 		$1.02M Buy
9,306
+1,247
+15% +$137K 0.65% 39
2017
Q2 		$883K Sell
8,059
-1,220
-13% -$133K 0.6% 41
2017
Q1 		$1.01M Sell
9,279
-8,804
-49% -$953K 0.7% 38
2016
Q4 		$1.95M Sell
18,083
-11,784
-39% -$1.29M 1.37% 21
2016
Q3 		$3.36M Sell
29,867
-5,755
-16% -$647K 2.3% 10
2016
Q2 		$4.01M Sell
35,622
-1,059
-3% -$118K 2.76% 13
2016
Q1 		$4.07M Sell
36,681
-5,913
-14% -$647K 2.89% 13
2015
Q4 		$4.6M Sell
42,594
-112
-0.3% -$12.2K 3.27% 8
2015
Q3 		$4.68M Buy
42,706
+2,120
+5% +$231K 3.4% 8
2015
Q2 		$4.42M Buy
+40,586
New +$4.46M 2.96% 12
2014
Q2 		– Sell
-217
Closed -$23K – 72
2014
Q1 		$23K Sell
217
-520
-71% -$56K 0.02% 142
2013
Q4 		$78K Buy
737
+42
+6% +$4.5K 0.05% 92
2013
Q3 		$75K Hold
695
– – 0.06% 83
2013
Q2 		$75K Buy
+695
New +$76.3K 0.08% 65

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
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
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

LifePlan Financial Group's AGG Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q3 2020, selling an estimated $4.51K and leaving 2,443 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #107.

LifePlan Financial Group first reported a position in AGG in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.68M in Q3 2015. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • LifePlan Financial Group held 2,443 shares of iShares Core US Aggregate Bond ETF worth $288K as of Q3 2020.
  • LifePlan Financial Group sold 38 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $4.51K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of LifePlan Financial Group's portfolio in Q3 2020, its #107 holding.
  • LifePlan Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • LifePlan Financial Group's iShares Core US Aggregate Bond ETF position peaked at $4.68M in Q3 2015.
  • 1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.