Altium Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Altium Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.94M	Buy	+19,120	New	+$1.96M	0.14%	85

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Altium Wealth Management's AGG Position: Q2 2022 in Review

Altium Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2022: 19,120 shares worth $1.94M. The stake represents 0.14% of the portfolio and ranks #85 among its holdings.

1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

Altium Wealth Management held 19,120 shares of iShares Core US Aggregate Bond ETF worth $1.94M as of Q2 2022.
iShares Core US Aggregate Bond ETF was a new Altium Wealth Management position in Q2 2022.
iShares Core US Aggregate Bond ETF made up 0.14% of Altium Wealth Management's portfolio in Q2 2022, its #85 holding.
1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.