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

Paracle 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
2021 Q1	$1.32M	Buy	11,648 +1,330	+13%	+$154K	0.24%	43
2020 Q4	$1.22M	Sell	10,318 -1,043	-9%	-$123K	0.23%	48
2020 Q3	$1.34M	Buy	11,361 +1,126	+11%	+$134K	0.29%	40
2020 Q2	$1.21M	Sell	10,235 -438	-4%	-$51.3K	0.28%	40
2020 Q1	$1.23M	Buy	10,673 +516	+5%	+$58.8K	0.33%	38
2019 Q4	$1.14M	Sell	10,157 -1,079	-10%	-$122K	0.27%	34
2019 Q3	$1.27M	Sell	11,236 -145	-1%	-$16.3K	0.31%	33
2019 Q2	$1.27M	Sell	11,381 -2,873	-20%	-$314K	0.31%	33
2019 Q1	$1.55M	Buy	14,254 +1,011	+8%	+$108K	0.4%	32
2018 Q4	$1.41M	Buy	13,243 +6,717	+103%	+$705K	0.41%	32
2018 Q3	$688K	Buy	+6,526	New	+$692K	0.2%	34
2017 Q1	–	Sell	-9,687	Closed	-$1.05M	–	46
2016 Q4	$1.05M	Buy	+9,687	New	+$1.06M	0.42%	27

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Paracle Advisors's AGG Position: Q1 2021 in Review

Paracle Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q1 2021, buying an estimated $154K and bringing the position to 11,648 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #43.

Paracle Advisors first reported a position in AGG in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.55M in Q1 2019. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Paracle Advisors held 11,648 shares of iShares Core US Aggregate Bond ETF worth $1.32M as of Q1 2021.
Paracle Advisors bought 1,330 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $154K.
iShares Core US Aggregate Bond ETF made up 0.24% of Paracle Advisors's portfolio in Q1 2021, its #43 holding.
Paracle Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 12 quarters since.
Paracle Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.55M in Q1 2019.
1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.