Advisor Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Advisor Group’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
2019 Q4	$303K	Buy	2,571 +1,379	+116%	+$163K	﹤0.01%	2050
2019 Q3	$142K	Sell	1,192 -1,982	-62%	-$234K	﹤0.01%	2610
2019 Q2	$371K	Sell	3,174 -148	-4%	-$16.9K	﹤0.01%	1826
2019 Q1	$378K	Buy	3,322 +3,157	+1,913%	+$352K	﹤0.01%	1797
2018 Q4	$18K	Hold	165	–	–	﹤0.01%	3868
2018 Q3	$18K	Buy	+165	New	+$18.2K	﹤0.01%	3950
2017 Q4	–	Sell	-82	Closed	-$9K	–	4994
2017 Q3	$9K	Sell	82 -70	-46%	-$8.02K	﹤0.01%	4040
2017 Q2	$17K	Buy	+152	New	+$17.3K	﹤0.01%	3593
2016 Q4	–	Sell	-80	Closed	-$9K	–	4542
2016 Q3	$9K	Sell	80 -88	-52%	-$10.3K	﹤0.01%	3611
2016 Q2	$19K	Buy	+168	New	+$19.4K	﹤0.01%	3091

Other funds holding AGGM

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

DWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Advisor Group's AGGM Position: Q4 2019 in Review

Advisor Group increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 116% in Q4 2019, buying an estimated $163K and bringing the position to 2,571 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Advisor Group first reported a position in AGGM in Q2 2016 and has held it in 10 quarters since. The position peaked at $378K in Q1 2019. 46 funds tracked by Wall St. Rank hold AGGM as of Q4 2019.

Advisor Group held 2,571 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $303K as of Q4 2019.
Advisor Group bought 1,379 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2019, an estimated $163K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2050 holding.
Advisor Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2016 and has held it in 10 quarters since.
Advisor Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $378K in Q1 2019.
46 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.