Accel Wealth Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Accel Wealth Management’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-186	Closed	-$19.7K	–	432
2023 Q1	$19.7K	Hold	186	–	–	0.01%	721
2022 Q4	$19K	Buy	186 +1	+0.5%	+$102	0.01%	570
2022 Q3	$19K	Buy	185 +1	+0.5%	+$107	0.01%	570
2022 Q2	$20K	Hold	184	–	–	0.01%	543
2022 Q1	$21K	Sell	184 -162	-47%	-$18.9K	0.01%	548
2021 Q4	$42K	Buy	346 +267	+338%	+$32.5K	0.02%	407
2021 Q3	$10K	Sell	79 -265	-77%	-$32.7K	0.01%	636
2021 Q2	$42K	Sell	344 -892	-72%	-$108K	0.03%	368
2021 Q1	$148K	Buy	1,236 +1	+0.1%	+$122	0.12%	167
2020 Q4	$156K	Buy	+1,235	New	+$155K	0.15%	148

Other funds holding AGGM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Accel Wealth Management's AGGM Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2023, closing a stake of 186 shares — an estimated $19.7K sold.

Accel Wealth Management first reported a position in AGGM in Q4 2020 and held it in 10 quarters. The position peaked at $156K in Q4 2020. 61 funds tracked by Wall St. Rank hold AGGM as of Q2 2023.

Accel Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 186 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2023, an estimated $19.7K.
Accel Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $156K in Q4 2020.
61 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.