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

MFA Wealth Advisors’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	–	Sell	-16	Closed	-$1.89K	–	46
2020 Q2	$1.89K	Buy	+16	New	+$1.87K	﹤0.01%	230
2018 Q3	–	Sell	-2,253	Closed	-$239K	–	54
2018 Q2	$239K	Buy	+2,253	New	+$239K	0.16%	53
2018 Q1	–	Sell	-2,432	Closed	-$264K	–	49
2017 Q4	$264K	Buy	+2,432	New	+$266K	0.18%	51

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

MFA Wealth Advisors's AGG Position: Q3 2020 in Review

MFA Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 16 shares — an estimated $1.89K sold.

MFA Wealth Advisors first reported a position in AGG in Q4 2017 and held it in 3 quarters. The position peaked at $264K in Q4 2017. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

MFA Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 16 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $1.89K.
MFA Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 3 quarters.
MFA Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $264K in Q4 2017.
1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.