AIC
AGGM

Ameritas Investment Company’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-8,788
Closed -$1.05M – 1216
2021
Q1 		$1.05M Buy
+8,788
New +$1.08M 0.09% 212

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ameritas Investment Company's AGGM Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2021, closing a stake of 8,788 shares — an estimated $1.05M sold.

Ameritas Investment Company first reported a position in AGGM in Q1 2021 and held it in 1 quarter. The position peaked at $1.05M in Q1 2021. 64 funds tracked by Wall St. Rank hold AGGM as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 8,788 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2021, an estimated $1.05M.
  • Ameritas Investment Company first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.05M in Q1 2021.
  • 64 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.