OptiFour Integrated Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

OptiFour Integrated Wealth Management’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
2019 Q4	$6.41M	Buy	57,013 +3,464	+6%	+$390K	4.4%	6
2019 Q3	$6.06M	Buy	53,549 +1,280	+2%	+$144K	4.3%	6
2019 Q2	$5.82M	Sell	52,269 -376	-0.7%	-$41.1K	4.06%	6
2019 Q1	$5.74M	Buy	52,645 +2,344	+5%	+$251K	4.69%	6
2018 Q4	$5.36M	Buy	50,301 +767	+2%	+$80.5K	4.89%	6
2018 Q3	$5.23M	Buy	49,534 +3,216	+7%	+$341K	4.3%	6
2018 Q2	$4.92M	Buy	46,318 +98	+0.2%	+$10.4K	4.25%	7
2018 Q1	$4.96M	Buy	46,220 +7,576	+20%	+$813K	4.14%	7
2017 Q4	$4.22M	Buy	+38,644	New	+$4.22M	3.53%	9

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFRM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OptiFour Integrated Wealth Management's AGG Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.5% in Q4 2019, buying an estimated $390K and bringing the position to 57,013 shares worth $6.41M. The position accounts for 4.4% of the portfolio, ranked #6.

OptiFour Integrated Wealth Management first reported a position in AGG in Q4 2017 and has held it in 9 quarters since. 1,196 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

OptiFour Integrated Wealth Management held 57,013 shares of iShares Core US Aggregate Bond ETF worth $6.41M as of Q4 2019.
OptiFour Integrated Wealth Management bought 3,464 iShares Core US Aggregate Bond ETF shares in Q4 2019, an estimated $390K.
iShares Core US Aggregate Bond ETF made up 4.4% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #6 holding.
OptiFour Integrated Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 9 quarters since.
1,196 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.