Advisory Services Network’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-1,107	Closed	-$116K	–	2292
2023 Q4	$116K	Buy	+1,107	New	+$112K	﹤0.01%	1550
2023 Q2	–	Sell	-60	Closed	-$6.35K	–	2279
2023 Q1	$6.35K	Hold	60	–	–	﹤0.01%	3062
2022 Q4	$6.16K	Sell	60 -2,370	-98%	-$243K	﹤0.01%	3052
2022 Q3	$248K	Hold	2,430	–	–	0.01%	1109
2022 Q2	$261K	Sell	2,430 -904	-27%	-$98.3K	0.01%	1140
2022 Q1	$378K	Buy	3,334 +964	+41%	+$113K	0.01%	1029
2021 Q4	$288K	Buy	+2,370	New	+$288K	0.01%	1148
2020 Q1	–	Sell	-256	Closed	-$30K	–	3127
2019 Q4	$30K	Buy	256 +91	+55%	+$10.8K	﹤0.01%	1790
2019 Q3	$19K	Hold	165	–	–	﹤0.01%	1847
2019 Q2	$19K	Sell	165 -98	-37%	-$11.2K	﹤0.01%	1845
2019 Q1	$30K	Buy	+263	New	+$29.3K	﹤0.01%	1435
2016 Q2	–	Sell	-49	Closed	-$6K	–	1880
2016 Q1	$6K	Buy	49 +42	+600%	+$4.76K	﹤0.01%	1207
2015 Q4	$1K	Buy	+7	New	+$789	﹤0.01%	1427

Other funds holding AGGM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

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

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

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

Advisory Services Network's AGGM Position: Q1 2024 in Review

Advisory Services Network sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2024, closing a stake of 1,107 shares — an estimated $116K sold.

Advisory Services Network first reported a position in AGGM in Q4 2015 and held it in 13 quarters. The position peaked at $378K in Q1 2022. 75 funds tracked by Wall St. Rank hold AGGM as of Q1 2024.

Advisory Services Network reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 1,107 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2024, an estimated $116K.
Advisory Services Network first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2015 and held it in 13 quarters.
Advisory Services Network's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $378K in Q1 2022.
75 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.