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

Allworth Financial’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 Q4	–	Sell	-228	Closed	-$22.8K	–	3523
2023 Q3	$22.8K	Sell	228 -603	-73%	-$61.7K	﹤0.01%	1439
2023 Q2	$86.4K	Sell	831 -109,367	-99%	-$11.5M	﹤0.01%	940
2023 Q1	$11.7M	Buy	+110,198	New	+$11.5M	0.12%	89

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

OIA

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

DWM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

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

Allworth Financial's AGGM Position: Q4 2023 in Review

Allworth Financial sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2023, closing a stake of 228 shares — an estimated $22.8K sold.

Allworth Financial first reported a position in AGGM in Q1 2023 and held it in 3 quarters. The position peaked at $11.7M in Q1 2023. 83 funds tracked by Wall St. Rank hold AGGM as of Q4 2023.

Allworth Financial reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Allworth Financial sold 228 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $22.8K.
Allworth Financial first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2023 and held it in 3 quarters.
Allworth Financial's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $11.7M in Q1 2023.
83 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.