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

American Portfolios 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
2022 Q3	–	Sell	-29	Closed	-$3.12K	–	3558
2022 Q2	$3.12K	Sell	29 -356	-92%	-$38.7K	﹤0.01%	2999
2022 Q1	$43.8K	Buy	385 +354	+1,142%	+$41.3K	﹤0.01%	1948
2021 Q4	$3.77K	Hold	31	–	–	﹤0.01%	2997
2021 Q3	$3.78K	Buy	31 +13	+72%	+$1.6K	﹤0.01%	2962
2021 Q2	$2.2K	Hold	18	–	–	﹤0.01%	3126
2021 Q1	$2.16K	Hold	18	–	–	﹤0.01%	2973
2020 Q4	$2.27K	Hold	18	–	–	﹤0.01%	2671
2020 Q3	$2.25K	Buy	+18	New	+$2.27K	﹤0.01%	2568

Other funds holding AGGM

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

DWM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Portfolios Advisors's AGGM Position: Q3 2022 in Review

American Portfolios Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2022, closing a stake of 29 shares — an estimated $3.12K sold.

American Portfolios Advisors first reported a position in AGGM in Q3 2020 and held it in 8 quarters. The position peaked at $43.8K in Q1 2022. 59 funds tracked by Wall St. Rank hold AGGM as of Q3 2022.

American Portfolios Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
American Portfolios Advisors sold 29 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2022, an estimated $3.12K.
American Portfolios Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and held it in 8 quarters.
American Portfolios Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $43.8K in Q1 2022.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.