Aspire Private Capital’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Aspire Private Capital’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 Q3	–	Sell	-162	Closed	-$20K	–	617
2021 Q2	$20K	Buy	162 +31	+24%	+$3.76K	0.01%	277
2021 Q1	$16K	Sell	131 -70	-35%	-$8.57K	0.01%	292
2020 Q4	$25K	Sell	201 -31	-13%	-$3.88K	0.01%	233
2020 Q3	$29K	Buy	+232	New	+$29.3K	0.01%	228

Other funds holding AGGM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Aspire Private Capital's AGGM Position: Q3 2021 in Review

Aspire Private Capital sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2021, closing a stake of 162 shares — an estimated $20K sold.

Aspire Private Capital first reported a position in AGGM in Q3 2020 and held it in 4 quarters. The position peaked at $29K in Q3 2020. 67 funds tracked by Wall St. Rank hold AGGM as of Q3 2021.

Aspire Private Capital reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
Aspire Private Capital sold 162 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2021, an estimated $20K.
Aspire Private Capital first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and held it in 4 quarters.
Aspire Private Capital's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $29K in Q3 2020.
67 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2021.

Based on Aspire Private Capital's 13F filing for Q3 2021, filed 15 Nov 2021.