ACA
AGGM

Affinity Capital Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Affinity Capital Advisors’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
Q2 		– Sell
-3,397
Closed -$352K – 151
2024
Q1 		$352K Sell
3,397
-1,063
-24% -$110K 0.08% 112
2023
Q4 		$469K Sell
4,460
-2,880
-39% -$291K 0.11% 90
2023
Q3 		$734K Buy
+7,340
New +$751K 0.2% 70

Other funds holding AGGM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Affinity Capital Advisors's AGGM Position: Q2 2024 in Review

Affinity Capital Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2024, closing a stake of 3,397 shares — an estimated $352K sold.

Affinity Capital Advisors first reported a position in AGGM in Q3 2023 and held it in 3 quarters. The position peaked at $734K in Q3 2023. 71 funds tracked by Wall St. Rank hold AGGM as of Q2 2024.

  • Affinity Capital Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Affinity Capital Advisors sold 3,397 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2024, an estimated $352K.
  • Affinity Capital Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Affinity Capital Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $734K in Q3 2023.
  • 71 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2024.

Based on Affinity Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.