NFP
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Novak Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Novak Financial Planning’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 		$1.85M Buy
16,012
+1,996
+14% +$229K 0.9% 33
2021
Q1 		$1.59M Sell
14,016
-172
-1% -$19.9K 0.88% 34
2020
Q4 		$1.68M Buy
+14,188
New +$1.67M 0.99% 31

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

Novak Financial Planning's AGG Position: Q2 2021 in Review

Novak Financial Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2021, buying an estimated $229K and bringing the position to 16,012 shares worth $1.85M. The position accounts for 0.9% of the portfolio, ranked #33.

Novak Financial Planning first reported a position in AGG in Q4 2020 and has held it in 3 quarters since. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

  • Novak Financial Planning held 16,012 shares of iShares Core US Aggregate Bond ETF worth $1.85M as of Q2 2021.
  • Novak Financial Planning bought 1,996 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $229K.
  • iShares Core US Aggregate Bond ETF made up 0.9% of Novak Financial Planning's portfolio in Q2 2021, its #33 holding.
  • Novak Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.