AFA
AGGM

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

Arlington Financial 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
Q1 		– Sell
-3,139
Closed -$381K – 63
2021
Q4 		$381K Buy
+3,139
New +$382K 0.13% 59

Other funds holding AGGM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Arlington Financial Advisors's AGGM Position: Q1 2022 in Review

Arlington Financial Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2022, closing a stake of 3,139 shares — an estimated $381K sold.

Arlington Financial Advisors first reported a position in AGGM in Q4 2021 and held it in 1 quarter. The position peaked at $381K in Q4 2021. 77 funds tracked by Wall St. Rank hold AGGM as of Q1 2022.

  • Arlington Financial Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Arlington Financial Advisors sold 3,139 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2022, an estimated $381K.
  • Arlington Financial Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Arlington Financial Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $381K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2022.

Based on Arlington Financial Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.